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 | $40,878 | $238,490-82.9% | $180,183-77.3% | $142,382-71.3% |
| Participation rate | 45.5% | 82.3%-36.8pp | 77.4%-32.0pp | 80.1%-34.7pp |
| Annual return | 15.75% | 33.56%-17.8pp | 27.86%-12.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,301 | $6,143-78.8% | $5,039-74.2% | $4,299-69.7% |
| Participant deferral / active EE | $2,568 | $7,996-67.9% | $6,822-62.4% | $6,507-60.5% |
| Admin fee / account holder | $54,801 | $28,866+89.8% | $19,975+174.3% | $12,624+334.1% |