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 | $70,931 | $111,535-36.4% | $105,223-32.6% | $137,256-48.3% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 20.80% | 237.85%-217.1pp | 180.65%-159.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $793 | $3,939-79.9% | $3,689-78.5% | $4,156-80.9% |
| Participant deferral / active EE | $4,127 | $5,500-25.0% | $5,072-18.6% | $6,407-35.6% |
| Admin fee / account holder | $404 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |