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 | $24,171 | $148,534-83.7% | $135,903-82.2% | $139,434-82.7% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 12.82% | 79.19%-66.4pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $893 | $5,243-83.0% | $4,856-81.6% | $4,751-81.2% |
| Participant deferral / active EE | $4,793 | $8,100-40.8% | $7,758-38.2% | $6,710-28.6% |
| Admin fee / account holder | $10,540 | $12,400-15.0% | $10,762-2.1% | $11,403-7.6% |