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 5-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 | $31,996 | $127,065-74.8% | $113,168-71.7% | $142,382-77.5% |
| Participation rate | 68.8% | 79.2%-10.5pp | 76.6%-7.8pp | 80.1%-11.4pp |
| Annual return | 18.86% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $648 | $3,442-81.2% | $2,975-78.2% | $4,299-84.9% |
| Participant deferral / active EE | $4,024 | $5,716-29.6% | $5,107-21.2% | $6,507-38.2% |
| Admin fee / account holder | $2,030 | $15,736-87.1% | $12,068-83.2% | $12,624-83.9% |