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 | $37,417 | $109,881-65.9% | $150,045-75.1% | $84,808-55.9% |
| Participation rate | 65.9% | 76.1%-10.2pp | 82.3%-16.5pp | 68.3%-2.5pp |
| Annual return | 15.34% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,138 | $6,636-22.6% | $7,997-35.8% | $4,212+22.0% |
| Admin fee / account holder | $3,882 | $8,568-54.7% | $13,435-71.1% | $7,344-47.1% |