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 | $31,709 | $179,726-82.4% | $156,263-79.7% | $142,382-77.7% |
| Participation rate | 35.7% | 82.1%-46.4pp | 78.9%-43.2pp | 80.1%-44.4pp |
| Annual return | 20.95% | 77.86%-56.9pp | 59.47%-38.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,010 | $5,069-80.1% | $4,333-76.7% | $4,299-76.5% |
| Participant deferral / active EE | $3,386 | $6,956-51.3% | $6,158-45.0% | $6,507-48.0% |
| Admin fee / account holder | $724 | $17,272-95.8% | $14,255-94.9% | $12,624-94.3% |