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 | $26,032 | $99,341-73.8% | $84,750-69.3% | $273,961-90.5% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 4.96% | 22.93%-18.0pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $343 | $4,214-91.9% | $3,574-90.4% | $4,869-93.0% |
| Participant deferral / active EE | $2,565 | $4,269-39.9% | $3,712-30.9% | $5,287-51.5% |
| Admin fee / account holder | $1,085 | $6,644-83.7% | $5,332-79.7% | $10,132-89.3% |