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 9-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 | $39,378 | $65,365-39.8% | $92,893-57.6% | $72,985-46.0% |
| Participation rate | 12.9% | 68.3%-55.4pp | 76.0%-63.1pp | 69.5%-56.6pp |
| Annual return | 18.58% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $513 | $2,594-80.2% | $3,653-85.9% | $2,440-79.0% |
| Participant deferral / active EE | $1,788 | $3,128-42.8% | $4,236-57.8% | $3,607-50.4% |
| Admin fee / account holder | $2,201 | $4,251-48.2% | $5,794-62.0% | $5,124-57.0% |