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 | $47,074 | $89,753-47.6% | $107,525-56.2% | $84,808-44.5% |
| Participation rate | 24.5% | 68.1%-43.6pp | 75.1%-50.6pp | 68.3%-43.8pp |
| Annual return | 15.85% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $804 | $3,113-74.2% | $3,754-78.6% | $2,631-69.4% |
| Participant deferral / active EE | $2,405 | $4,056-40.7% | $5,116-53.0% | $4,212-42.9% |
| Admin fee / account holder | $3,449 | $7,222-52.2% | $8,919-61.3% | $7,344-53.0% |