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 | $49,514 | $80,968-38.8% | $96,544-48.7% | $75,163-34.1% |
| Participation rate | 45.3% | 71.8%-26.5pp | 76.0%-30.7pp | 67.2%-21.9pp |
| Annual return | 14.92% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $573 | $2,282-74.9% | $2,965-80.7% | $2,670-78.5% |
| Participant deferral / active EE | $1,970 | $3,928-49.8% | $4,851-59.4% | $4,125-52.2% |
| Admin fee / account holder | $5,782 | $6,724-14.0% | $8,252-29.9% | $5,651+2.3% |