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 | $88,672-45.9% | $105,223-54.4% | $82,448-41.8% |
| Participation rate | 34.1% | 67.9%-33.8pp | 75.0%-41.0pp | 68.1%-34.0pp |
| Annual return | 15.17% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $721 | $3,048-76.3% | $3,689-80.5% | $2,551-71.7% |
| Participant deferral / active EE | $2,302 | $4,036-43.0% | $5,072-54.6% | $4,139-44.4% |
| Admin fee / account holder | $1,590 | $7,146-77.8% | $8,859-82.1% | $7,234-78.0% |