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 | $39,397 | $197,591-80.1% | $177,821-77.8% | $158,922-75.2% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 12.87% | 58.76%-45.9pp | 48.32%-35.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,088 | $6,697-83.7% | $5,918-81.6% | $4,761-77.1% |
| Participant deferral / active EE | $4,492 | $8,405-46.5% | $7,714-41.8% | $5,982-24.9% |
| Admin fee / account holder | $15,330 | $15,399-0.5% | $12,427+23.4% | $11,246+36.3% |