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 7-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 | $33,608 | $80,968-58.5% | $96,544-65.2% | $75,163-55.3% |
| Participation rate | 28.0% | 71.8%-43.8pp | 76.0%-48.0pp | 67.2%-39.2pp |
| Annual return | 18.23% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $474 | $2,282-79.2% | $2,965-84.0% | $2,670-82.3% |
| Participant deferral / active EE | $2,804 | $3,928-28.6% | $4,851-42.2% | $4,125-32.0% |
| Admin fee / account holder | $2,786 | $6,724-58.6% | $8,252-66.2% | $5,651-50.7% |