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 6-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 | $37,517 | $81,248-53.8% | $155,509-75.9% | $80,856-53.6% |
| Participation rate | 24.0% | 66.2%-42.2pp | 78.2%-54.2pp | 67.6%-43.6pp |
| Annual return | 10.87% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $183 | $3,100-94.1% | $4,672-96.1% | $2,755-93.4% |
| Participant deferral / active EE | $1,834 | $3,452-46.9% | $5,626-67.4% | $4,296-57.3% |
| Admin fee / account holder | $2,795 | $7,997-65.1% | $15,912-82.4% | $6,918-59.6% |