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 | $45,805 | $81,460-43.8% | $103,333-55.7% | $80,856-43.3% |
| Participation rate | 48.7% | 66.8%-18.1pp | 74.5%-25.8pp | 67.6%-18.9pp |
| Annual return | 12.04% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $459 | $3,105-85.2% | $3,868-88.1% | $2,755-83.3% |
| Participant deferral / active EE | $3,610 | $3,869-6.7% | $5,057-28.6% | $4,296-16.0% |
| Admin fee / account holder | $7,108 | $6,566+8.2% | $8,355-14.9% | $6,918+2.7% |