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 | $35,308 | $110,257-68.0% | $96,544-63.4% | $139,434-74.7% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 19.86% | 26.32%-6.5pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $783 | $3,620-78.4% | $2,965-73.6% | $4,751-83.5% |
| Participant deferral / active EE | $1,962 | $5,548-64.6% | $4,851-59.5% | $6,710-70.8% |
| Admin fee / account holder | $1,173 | $11,591-89.9% | $8,252-85.8% | $11,403-89.7% |