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 | $34,201 | $56,897-39.9% | $84,750-59.6% | $62,891-45.6% |
| Participation rate | 64.3% | 68.5%-4.3pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | 8.94% | 6.30%+2.6pp | 22.78%-13.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,522 | $2,709+30.0% | $3,712-5.1% | $3,203+10.0% |
| Admin fee / account holder | $948 | $3,581-73.5% | $5,332-82.2% | $4,296-77.9% |