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 | $33,382 | $77,503-56.9% | $100,391-66.7% | $80,856-58.7% |
| Participation rate | 8.2% | 76.9%-68.7pp | 81.5%-73.3pp | 67.6%-59.4pp |
| Annual return | 36.17% | 37.20%-1.0pp | 49.20%-13.0pp | 35.59%+0.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,886 | $6,820+44.9% | $8,082+22.3% | $4,296+130.1% |
| Admin fee / account holder | $5,825 | $5,897-1.2% | $7,899-26.3% | $6,918-15.8% |