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 7-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 | $39,604 | $81,460-51.4% | $103,333-61.7% | $80,856-51.0% |
| Participation rate | 35.7% | 66.8%-31.1pp | 74.5%-38.8pp | 67.6%-31.9pp |
| Annual return | 12.44% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $375 | $3,105-87.9% | $3,868-90.3% | $2,755-86.4% |
| Participant deferral / active EE | $2,650 | $3,869-31.5% | $5,057-47.6% | $4,296-38.3% |
| Admin fee / account holder | $5,691 | $6,566-13.3% | $8,355-31.9% | $6,918-17.7% |