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 | $39,452 | $102,317-61.4% | $146,958-73.2% | $80,856-51.2% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.2%-15.1pp | 67.6%-0.5pp |
| Annual return | 14.68% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $795 | $3,713-78.6% | $4,933-83.9% | $2,755-71.1% |
| Participant deferral / active EE | $3,523 | $6,644-47.0% | $8,070-56.3% | $4,296-18.0% |
| Admin fee / account holder | $2,639 | $7,941-66.8% | $12,998-79.7% | $6,918-61.9% |