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 | $37,202 | $83,477-55.4% | $125,175-70.3% | $72,985-49.0% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.5%-1.8pp |
| Annual return | 23.33% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $396 | $2,345-83.1% | $3,865-89.8% | $2,440-83.8% |
| Participant deferral / active EE | $1,736 | $3,585-51.6% | $4,937-64.8% | $3,607-51.9% |
| Admin fee / account holder | $2,295 | $5,517-58.4% | $9,702-76.3% | $5,124-55.2% |