See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,019 | $57,739-51.5% | $112,229-75.0% | $74,419-62.3% |
| Participation rate | 17.7% | 55.6%-37.9pp | 72.4%-54.7pp | 70.7%-53.0pp |
| Annual return | 15.64% | 19.52%-3.9pp | 30.20%-14.6pp | 34.38%-18.7pp |
| Employer contribution / active EE | $0 | $1,675-100.0% | $3,430-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,155 | $2,891-60.0% | $4,798-75.9% | $4,528-74.5% |
| Admin fee / account holder | $1,390 | $462+200.7% | $7,748-82.1% | $348+299.6% |