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 6-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 | $23,621 | $167,307-85.9% | $143,757-83.6% | $134,475-82.4% |
| Participation rate | 16.7% | 84.8%-68.1pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | 15.75% | 0.46%+15.3pp | -0.04%+15.8pp | 417.96%-402.2pp |
| Employer contribution / active EE | $287 | $5,619-94.9% | $4,951-94.2% | $4,740-93.9% |
| Participant deferral / active EE | $2,221 | $6,446-65.5% | $5,637-60.6% | $6,400-65.3% |
| Admin fee / account holder | $10,930 | $18,088-39.6% | $14,673-25.5% | $11,426-4.3% |