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 | $70,170 | $79,171-11.4% | $102,423-31.5% | $74,495-5.8% |
| Participation rate | 65.4% | 74.8%-9.4pp | 76.5%-11.0pp | 67.2%-1.8pp |
| Annual return | 22.37% | 54.93%-32.6pp | 29.32%-6.9pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $328 | $2,362-86.1% | $3,023-89.2% | $2,623-87.5% |
| Participant deferral / active EE | $3,585 | $4,415-18.8% | $5,053-29.0% | $4,346-17.5% |
| Admin fee / account holder | $6,953 | $2,001+247.5% | $9,451-26.4% | $1,942+258.1% |