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 | $48,008 | $89,753-46.5% | $107,525-55.4% | $84,808-43.4% |
| Participation rate | 34.1% | 68.1%-34.0pp | 75.1%-41.0pp | 68.3%-34.2pp |
| Annual return | 15.17% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $721 | $3,113-76.8% | $3,754-80.8% | $2,631-72.6% |
| Participant deferral / active EE | $2,302 | $4,056-43.2% | $5,116-55.0% | $4,212-45.3% |
| Admin fee / account holder | $1,590 | $7,222-78.0% | $8,919-82.2% | $7,344-78.3% |