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 7-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 | $31,721 | $114,381-72.3% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 18.06% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $657 | $4,015-83.6% | $3,754-82.5% | $4,299-84.7% |
| Participant deferral / active EE | $1,886 | $5,564-66.1% | $5,116-63.1% | $6,507-71.0% |
| Admin fee / account holder | $3,073 | $9,860-68.8% | $8,919-65.5% | $12,624-75.7% |