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 | $49,177 | $65,365-24.8% | $92,893-47.1% | $72,985-32.6% |
| Participation rate | 61.9% | 68.3%-6.4pp | 76.0%-14.1pp | 69.5%-7.6pp |
| Annual return | 23.34% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $352 | $2,594-86.4% | $3,653-90.4% | $2,440-85.6% |
| Participant deferral / active EE | $1,771 | $3,128-43.4% | $4,236-58.2% | $3,607-50.9% |
| Admin fee / account holder | $704 | $4,251-83.4% | $5,794-87.8% | $5,124-86.3% |