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 | $30,630 | $49,915-38.6% | $154,803-80.2% | $74,304-58.8% |
| Participation rate | 39.4% | 54.0%-14.6pp | 78.1%-38.7pp | 60.3%-21.0pp |
| Annual return | 17.11% | 34.06%-16.9pp | 58.88%-41.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $76 | $1,611-95.3% | $4,305-98.2% | $2,241-96.6% |
| Participant deferral / active EE | $1,821 | $2,255-19.2% | $5,540-67.1% | $3,767-51.7% |
| Admin fee / account holder | $1,740 | $2,189-20.5% | $14,329-87.9% | $2,969-41.4% |