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 | $50,233 | $89,355-43.8% | $141,162-64.4% | $72,985-31.2% |
| Participation rate | 51.9% | 75.1%-23.3pp | 82.5%-30.6pp | 69.5%-17.6pp |
| Annual return | 19.99% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $358 | $3,114-88.5% | $4,735-92.4% | $2,440-85.3% |
| Participant deferral / active EE | $2,924 | $5,418-46.0% | $6,709-56.4% | $3,607-19.0% |
| Admin fee / account holder | $6,680 | $5,958+12.1% | $10,261-34.9% | $5,124+30.4% |