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 | $106,749-43.2% | $145,433-58.3% | $82,448-26.4% |
| Participation rate | 63.4% | 75.6%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 32.75% | 27.59%+5.2pp | 66.58%-33.8pp | 41.64%-8.9pp |
| Employer contribution / active EE | $624 | $3,444-81.9% | $4,554-86.3% | $2,551-75.5% |
| Participant deferral / active EE | $4,262 | $6,519-34.6% | $7,897-46.0% | $4,139+3.0% |
| Admin fee / account holder | $1,400 | $8,390-83.3% | $13,129-89.3% | $7,234-80.6% |