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 6-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 | $48,630 | $175,202-72.2% | $149,673-67.5% | $139,434-65.1% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 19.44% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $930 | $5,474-83.0% | $4,818-80.7% | $4,751-80.4% |
| Participant deferral / active EE | $3,487 | $6,519-46.5% | $5,680-38.6% | $6,710-48.0% |
| Admin fee / account holder | $5,471 | $16,150-66.1% | $13,210-58.6% | $11,403-52.0% |