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 8-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 | $39,761 | $72,277-45.0% | $101,248-60.7% | $79,858-50.2% |
| Participation rate | 20.5% | 68.5%-47.9pp | 75.8%-55.3pp | 69.6%-49.1pp |
| Annual return | 26.44% | 22.30%+4.1pp | 46.47%-20.0pp | 31.71%-5.3pp |
| Employer contribution / active EE | $461 | $2,692-82.9% | $3,660-87.4% | $2,471-81.4% |
| Participant deferral / active EE | $2,409 | $3,282-26.6% | $4,370-44.9% | $3,740-35.6% |
| Admin fee / account holder | $339 | $4,400-92.3% | $5,945-94.3% | $5,306-93.6% |