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 | $40,519 | $162,781-75.1% | $133,956-69.8% | $158,922-74.5% |
| Participation rate | 26.1% | 83.2%-57.1pp | 79.8%-53.8pp | 82.0%-55.9pp |
| Annual return | 15.66% | 41.94%-26.3pp | 45.09%-29.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $450 | $4,975-91.0% | $3,919-88.5% | $4,761-90.6% |
| Participant deferral / active EE | $2,743 | $5,911-53.6% | $5,048-45.7% | $5,982-54.2% |
| Admin fee / account holder | $5,268 | $11,736-55.1% | $8,927-41.0% | $11,246-53.2% |