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 | $47,126 | $81,460-42.1% | $103,333-54.4% | $80,856-41.7% |
| Participation rate | 46.7% | 66.8%-20.1pp | 74.5%-27.8pp | 67.6%-20.9pp |
| Annual return | 11.12% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $407 | $3,105-86.9% | $3,868-89.5% | $2,755-85.2% |
| Participant deferral / active EE | $2,366 | $3,869-38.8% | $5,057-53.2% | $4,296-44.9% |
| Admin fee / account holder | $4,952 | $6,566-24.6% | $8,355-40.7% | $6,918-28.4% |