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 3-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 | $82,368 | $114,381-28.0% | $107,525-23.4% | $142,382-42.2% |
| Participation rate | 38.5% | 78.1%-39.7pp | 75.1%-36.6pp | 80.1%-41.7pp |
| Annual return | 18.35% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $615 | $4,015-84.7% | $3,754-83.6% | $4,299-85.7% |
| Participant deferral / active EE | $2,919 | $5,564-47.5% | $5,116-42.9% | $6,507-55.1% |
| Admin fee / account holder | $6,587 | $9,860-33.2% | $8,919-26.1% | $12,624-47.8% |