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 6-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 | $52,098 | $110,257-52.7% | $96,544-46.0% | $139,434-62.6% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 15.78% | 26.32%-10.5pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $603 | $3,620-83.3% | $2,965-79.7% | $4,751-87.3% |
| Participant deferral / active EE | $2,135 | $5,548-61.5% | $4,851-56.0% | $6,710-68.2% |
| Admin fee / account holder | $973 | $11,591-91.6% | $8,252-88.2% | $11,403-91.5% |