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 | $57,938 | $72,277-19.8% | $101,248-42.8% | $79,858-27.4% |
| Participation rate | 58.1% | 68.5%-10.4pp | 75.8%-17.7pp | 69.6%-11.6pp |
| Annual return | 13.55% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $442 | $2,692-83.6% | $3,660-87.9% | $2,471-82.1% |
| Participant deferral / active EE | $1,774 | $3,282-45.9% | $4,370-59.4% | $3,740-52.6% |
| Admin fee / account holder | $6,270 | $4,400+42.5% | $5,945+5.5% | $5,306+18.2% |