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 4-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 | $40,239 | $117,841-65.9% | $102,423-60.7% | $145,922-72.4% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 12.42% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $737 | $3,615-79.6% | $3,023-75.6% | $4,660-84.2% |
| Participant deferral / active EE | $3,851 | $5,731-32.8% | $5,053-23.8% | $6,688-42.4% |
| Admin fee / account holder | $646 | $13,326-95.2% | $9,451-93.2% | $13,397-95.2% |