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 | $49,541 | $95,803-48.3% | $113,168-56.2% | $84,808-41.6% |
| Participation rate | 63.8% | 72.9%-9.0pp | 76.6%-12.7pp | 68.3%-4.5pp |
| Annual return | 18.77% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $678 | $2,360-71.3% | $2,975-77.2% | $2,631-74.2% |
| Participant deferral / active EE | $3,292 | $4,242-22.4% | $5,107-35.5% | $4,212-21.8% |
| Admin fee / account holder | $2,581 | $8,989-71.3% | $12,068-78.6% | $7,344-64.9% |