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 | $42,671 | $74,927-43.0% | $101,794-58.1% | $84,808-49.7% |
| Participation rate | 46.1% | 61.4%-15.3pp | 69.2%-23.1pp | 68.3%-22.3pp |
| Annual return | 13.40% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $203 | $1,522-86.7% | $2,289-91.1% | $2,631-92.3% |
| Participant deferral / active EE | $2,468 | $3,099-20.4% | $4,084-39.6% | $4,212-41.4% |
| Admin fee / account holder | $7,075 | $6,514+8.6% | $8,777-19.4% | $7,344-3.7% |