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 6-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 | $22,663 | $148,534-84.7% | $135,903-83.3% | $139,434-83.7% |
| Participation rate | 27.8% | 83.9%-56.1pp | 81.9%-54.1pp | 80.3%-52.5pp |
| Annual return | 20.23% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $284 | $5,243-94.6% | $4,856-94.2% | $4,751-94.0% |
| Participant deferral / active EE | $4,122 | $8,100-49.1% | $7,758-46.9% | $6,710-38.6% |
| Admin fee / account holder | $3,593 | $12,400-71.0% | $10,762-66.6% | $11,403-68.5% |