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 4-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 | $30,878 | $111,535-72.3% | $105,223-70.7% | $137,256-77.5% |
| Participation rate | 26.7% | 78.1%-51.4pp | 75.0%-48.4pp | 80.0%-53.3pp |
| Annual return | 20.01% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $630 | $3,939-84.0% | $3,689-82.9% | $4,156-84.8% |
| Participant deferral / active EE | $2,114 | $5,500-61.6% | $5,072-58.3% | $6,407-67.0% |
| Admin fee / account holder | $3,518 | $9,721-63.8% | $8,859-60.3% | $12,270-71.3% |