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 3-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 | $38,881 | $114,381-66.0% | $107,525-63.8% | $142,382-72.7% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 15.73% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $549 | $4,015-86.3% | $3,754-85.4% | $4,299-87.2% |
| Participant deferral / active EE | $2,475 | $5,564-55.5% | $5,116-51.6% | $6,507-62.0% |
| Admin fee / account holder | $1,251 | $9,860-87.3% | $8,919-86.0% | $12,624-90.1% |