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 | $100,631 | $73,933+36.1% | $96,683+4.1% | $75,163+33.9% |
| Participation rate | 47.7% | 66.4%-18.7pp | 74.3%-26.6pp | 67.2%-19.5pp |
| Annual return | 15.35% | 26.70%-11.4pp | 35.69%-20.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,798 | $3,659-50.9% | $4,878-63.1% | $4,125-56.4% |
| Admin fee / account holder | $1,697 | $5,216-67.5% | $6,730-74.8% | $5,651-70.0% |