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 5-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 | $29,965 | $111,535-73.1% | $105,223-71.5% | $137,256-78.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 20.50% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $472 | $3,939-88.0% | $3,689-87.2% | $4,156-88.6% |
| Participant deferral / active EE | $3,744 | $5,500-31.9% | $5,072-26.2% | $6,407-41.6% |
| Admin fee / account holder | $1,018 | $9,721-89.5% | $8,859-88.5% | $12,270-91.7% |