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 3-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 | $81,428 | $106,515-23.6% | $96,683-15.8% | $139,434-41.6% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.3%-43.6pp | 80.3%-49.5pp |
| Annual return | 11.66% | 38.43%-26.8pp | 35.69%-24.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $248 | $4,103-93.9% | $3,737-93.4% | $4,751-94.8% |
| Participant deferral / active EE | $1,632 | $5,454-70.1% | $4,878-66.6% | $6,710-75.7% |
| Admin fee / account holder | $1,096 | $7,877-86.1% | $6,730-83.7% | $11,403-90.4% |