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 | $69,037 | $80,968-14.7% | $96,544-28.5% | $75,163-8.2% |
| Participation rate | 42.2% | 71.8%-29.5pp | 76.0%-33.7pp | 67.2%-25.0pp |
| Annual return | 15.65% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $521 | $2,282-77.2% | $2,965-82.4% | $2,670-80.5% |
| Participant deferral / active EE | $1,796 | $3,928-54.3% | $4,851-63.0% | $4,125-56.5% |
| Admin fee / account holder | $2,187 | $6,724-67.5% | $8,252-73.5% | $5,651-61.3% |