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 7-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 | $33,118 | $81,248-59.2% | $155,509-78.7% | $80,856-59.0% |
| Participation rate | 12.1% | 66.2%-54.1pp | 78.2%-66.1pp | 67.6%-55.6pp |
| Annual return | 10.84% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $311 | $3,100-90.0% | $4,672-93.4% | $2,755-88.7% |
| Participant deferral / active EE | $1,064 | $3,452-69.2% | $5,626-81.1% | $4,296-75.2% |
| Admin fee / account holder | $1,752 | $7,997-78.1% | $15,912-89.0% | $6,918-74.7% |