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 | $60,648 | $109,881-44.8% | $150,045-59.6% | $84,808-28.5% |
| Participation rate | 63.4% | 76.1%-12.7pp | 82.3%-18.9pp | 68.3%-4.9pp |
| Annual return | 32.75% | 28.25%+4.5pp | 62.55%-29.8pp | 40.90%-8.1pp |
| Employer contribution / active EE | $624 | $3,561-82.5% | $4,693-86.7% | $2,631-76.3% |
| Participant deferral / active EE | $4,262 | $6,636-35.8% | $7,997-46.7% | $4,212+1.2% |
| Admin fee / account holder | $1,400 | $8,568-83.7% | $13,435-89.6% | $7,344-80.9% |