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 9-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 | $29,644 | $79,944-62.9% | $98,439-69.9% | $75,163-60.6% |
| Participation rate | 58.2% | 70.4%-12.2pp | 75.2%-17.0pp | 67.2%-9.0pp |
| Annual return | 17.49% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $434 | $2,264-80.8% | $3,048-85.7% | $2,670-83.7% |
| Participant deferral / active EE | $3,270 | $3,752-12.8% | $4,738-31.0% | $4,125-20.7% |
| Admin fee / account holder | $558 | $6,840-91.8% | $8,948-93.8% | $5,651-90.1% |