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 | $48,694 | $74,888-35.0% | $71,209-31.6% | $142,382-65.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 19.42% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $100 | $2,854-96.5% | $2,721-96.3% | $4,299-97.7% |
| Participant deferral / active EE | $880 | $4,454-80.3% | $4,175-78.9% | $6,507-86.5% |
| Admin fee / account holder | $540 | $5,568-90.3% | $5,349-89.9% | $12,624-95.7% |