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 | $36,692 | $49,915-26.5% | $154,803-76.3% | $74,304-50.6% |
| Participation rate | 10.0% | 54.0%-44.0pp | 78.1%-68.1pp | 60.3%-50.3pp |
| Annual return | 17.05% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,215 | $2,255-46.1% | $5,540-78.1% | $3,767-67.8% |
| Admin fee / account holder | $639 | $2,189-70.8% | $14,329-95.5% | $2,969-78.5% |