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 | $63,028 | $101,724-38.0% | $164,813-61.8% | $80,856-22.1% |
| Participation rate | 28.1% | 71.8%-43.7pp | 78.6%-50.5pp | 67.6%-39.5pp |
| Annual return | 15.84% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $715 | $2,953-75.8% | $4,341-83.5% | $2,755-74.1% |
| Participant deferral / active EE | $3,793 | $4,477-15.3% | $6,031-37.1% | $4,296-11.7% |
| Admin fee / account holder | $770 | $8,227-90.6% | $12,690-93.9% | $6,918-88.9% |