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 4-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 | $33,094 | $111,535-70.3% | $105,223-68.5% | $137,256-75.9% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 80.0%-50.5pp |
| Annual return | 33.33% | 237.85%-204.5pp | 180.65%-147.3pp | 220.34%-187.0pp |
| Employer contribution / active EE | $558 | $3,939-85.8% | $3,689-84.9% | $4,156-86.6% |
| Participant deferral / active EE | $1,599 | $5,500-70.9% | $5,072-68.5% | $6,407-75.0% |
| Admin fee / account holder | $1,484 | $9,721-84.7% | $8,859-83.3% | $12,270-87.9% |