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 6-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 | $22,346 | $227,553-90.2% | $189,557-88.2% | $167,490-86.7% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.4%-22.9pp | 82.1%-26.5pp |
| Annual return | 14.30% | 78.40%-64.1pp | 64.17%-49.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $303 | $5,316-94.3% | $4,412-93.1% | $4,837-93.7% |
| Participant deferral / active EE | $4,939 | $7,002-29.5% | $6,174-20.0% | $6,341-22.1% |
| Admin fee / account holder | $10,571 | $11,878-11.0% | $9,807+7.8% | $12,309-14.1% |