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 8-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 | $27,735 | $73,933-62.5% | $96,683-71.3% | $75,163-63.1% |
| Participation rate | 30.4% | 66.4%-36.0pp | 74.3%-43.9pp | 67.2%-36.8pp |
| Annual return | 14.25% | 26.70%-12.5pp | 35.69%-21.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $363 | $2,928-87.6% | $3,737-90.3% | $2,670-86.4% |
| Participant deferral / active EE | $2,138 | $3,659-41.6% | $4,878-56.2% | $4,125-48.2% |
| Admin fee / account holder | $1,549 | $5,216-70.3% | $6,730-77.0% | $5,651-72.6% |