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 | $16,553 | $49,227-66.4% | $70,449-76.5% | $79,858-79.3% |
| Participation rate | 48.8% | 69.2%-20.4pp | 75.1%-26.3pp | 69.6%-20.9pp |
| Annual return | 27.28% | 30.06%-2.8pp | 109.03%-81.8pp | 31.71%-4.4pp |
| Employer contribution / active EE | $262 | $2,099-87.5% | $2,737-90.4% | $2,471-89.4% |
| Participant deferral / active EE | $2,889 | $2,768+4.4% | $3,709-22.1% | $3,740-22.8% |
| Admin fee / account holder | $382 | $2,878-86.7% | $3,845-90.1% | $5,306-92.8% |