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 | $33,907 | $185,822-81.8% | $169,993-80.1% | $139,434-75.7% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 48.78% | 60.50%-11.7pp | 53.37%-4.6pp | 372.94%-324.2pp |
| Employer contribution / active EE | $1,279 | $7,590-83.1% | $6,785-81.1% | $4,751-73.1% |
| Participant deferral / active EE | $9,298 | $11,622-20.0% | $10,408-10.7% | $6,710+38.6% |
| Admin fee / account holder | $454 | $15,381-97.1% | $12,815-96.5% | $11,403-96.0% |