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 5-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 | $55,281 | $106,749-48.2% | $145,433-62.0% | $82,448-33.0% |
| Participation rate | 25.8% | 75.6%-49.8pp | 82.1%-56.3pp | 68.1%-42.3pp |
| Annual return | 19.49% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $663 | $3,444-80.7% | $4,554-85.4% | $2,551-74.0% |
| Participant deferral / active EE | $3,159 | $6,519-51.5% | $7,897-60.0% | $4,139-23.7% |
| Admin fee / account holder | $483 | $8,390-94.2% | $13,129-96.3% | $7,234-93.3% |