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 8-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 | $30,355 | $93,571-67.6% | $135,903-77.7% | $75,163-59.6% |
| Participation rate | 55.2% | 75.2%-20.0pp | 81.9%-26.7pp | 67.2%-12.0pp |
| Annual return | 16.96% | 30.90%-13.9pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $273 | $3,537-92.3% | $4,856-94.4% | $2,670-89.8% |
| Participant deferral / active EE | $3,010 | $6,404-53.0% | $7,758-61.2% | $4,125-27.0% |
| Admin fee / account holder | $6,207 | $6,975-11.0% | $10,762-42.3% | $5,651+9.8% |