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 5-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 | $23,832 | $48,795-51.2% | $65,493-63.6% | $84,808-71.9% |
| Participation rate | 24.2% | 67.0%-42.7pp | 73.1%-48.9pp | 68.3%-44.1pp |
| Annual return | 17.46% | 20.20%-2.7pp | 982.45%-965.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,829 | $2,928-37.5% | $3,961-53.8% | $4,212-56.6% |
| Admin fee / account holder | $2,999 | $3,877-22.6% | $5,028-40.4% | $7,344-59.2% |