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 9-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 | $57,023 | $95,803-40.5% | $113,168-49.6% | $84,808-32.8% |
| Participation rate | 33.3% | 72.9%-39.5pp | 76.6%-43.2pp | 68.3%-35.0pp |
| Annual return | 13.63% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $391 | $2,360-83.4% | $2,975-86.8% | $2,631-85.1% |
| Participant deferral / active EE | $2,499 | $4,242-41.1% | $5,107-51.1% | $4,212-40.7% |
| Admin fee / account holder | $1,097 | $8,989-87.8% | $12,068-90.9% | $7,344-85.1% |