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 | $19,068 | $65,365-70.8% | $92,893-79.5% | $72,985-73.9% |
| Participation rate | 35.3% | 68.3%-33.0pp | 76.0%-40.7pp | 69.5%-34.2pp |
| Annual return | 29.24% | 42.10%-12.9pp | 109.41%-80.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $563 | $2,594-78.3% | $3,653-84.6% | $2,440-76.9% |
| Participant deferral / active EE | $3,196 | $3,128+2.2% | $4,236-24.6% | $3,607-11.4% |
| Admin fee / account holder | $304 | $4,251-92.8% | $5,794-94.8% | $5,124-94.1% |