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 | $28,955 | $115,770-75.0% | $101,248-71.4% | $158,922-81.8% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 15.13% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $525 | $4,175-87.4% | $3,660-85.7% | $4,761-89.0% |
| Participant deferral / active EE | $2,851 | $4,957-42.5% | $4,370-34.8% | $5,982-52.3% |
| Admin fee / account holder | $20,529 | $7,245+183.4% | $5,945+245.3% | $11,246+82.5% |