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 | $38,335 | $86,929-55.9% | $102,423-62.6% | $80,856-52.6% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.6%-2.4pp |
| Annual return | 16.23% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $631 | $2,369-73.4% | $3,023-79.1% | $2,755-77.1% |
| Participant deferral / active EE | $3,293 | $4,118-20.0% | $5,053-34.8% | $4,296-23.3% |
| Admin fee / account holder | $1,303 | $8,049-83.8% | $9,451-86.2% | $6,918-81.2% |