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 9-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 | $43,918 | $80,968-45.8% | $96,544-54.5% | $75,163-41.6% |
| Participation rate | 35.8% | 71.8%-35.9pp | 76.0%-40.1pp | 67.2%-31.4pp |
| Annual return | 17.40% | 27.06%-9.7pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $543 | $2,282-76.2% | $2,965-81.7% | $2,670-79.6% |
| Participant deferral / active EE | $1,939 | $3,928-50.6% | $4,851-60.0% | $4,125-53.0% |
| Admin fee / account holder | $1,146 | $6,724-83.0% | $8,252-86.1% | $5,651-79.7% |