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 9-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 | $42,184 | $51,576-18.2% | $129,207-67.4% | $80,856-47.8% |
| Participation rate | 22.2% | 57.0%-34.8pp | 69.6%-47.4pp | 67.6%-45.4pp |
| Annual return | 19.32% | 20.81%-1.5pp | 9417.33%-9398.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $118 | $1,584-92.5% | $4,153-97.1% | $2,755-95.7% |
| Participant deferral / active EE | $1,653 | $2,669-38.1% | $4,168-60.3% | $4,296-61.5% |
| Admin fee / account holder | $4,112 | $4,305-4.5% | $7,715-46.7% | $6,918-40.6% |