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 4-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 | $36,917 | $63,346-41.7% | $92,233-60.0% | $70,131-47.4% |
| Participation rate | 52.8% | 68.7%-15.8pp | 76.5%-23.7pp | 69.5%-16.7pp |
| Annual return | 16.59% | 530.12%-513.5pp | 176.28%-159.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $135 | $2,471-94.5% | $3,679-96.3% | $2,342-94.2% |
| Participant deferral / active EE | $1,504 | $2,854-47.3% | $3,897-61.4% | $3,332-54.9% |
| Admin fee / account holder | $2,361 | $3,840-38.5% | $5,194-54.5% | $4,645-49.2% |