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 | $51,691 | $91,760-43.7% | $156,181-66.9% | $67,986-24.0% |
| Participation rate | 27.7% | 65.0%-37.3pp | 78.8%-51.1pp | 57.2%-29.5pp |
| Annual return | 15.55% | 18.14%-2.6pp | 64.87%-49.3pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,240 | $3,960-43.4% | $6,132-63.5% | $3,358-33.3% |
| Admin fee / account holder | $1,814 | $3,949-54.1% | $14,586-87.6% | $3,203-43.4% |