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 3-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 | $29,152 | $89,753-67.5% | $107,525-72.9% | $84,808-65.6% |
| Participation rate | 58.3% | 68.1%-9.7pp | 75.1%-16.7pp | 68.3%-10.0pp |
| Annual return | 36.88% | 29.48%+7.4pp | 181.32%-144.4pp | 40.90%-4.0pp |
| Employer contribution / active EE | $322 | $3,113-89.7% | $3,754-91.4% | $2,631-87.8% |
| Participant deferral / active EE | $2,947 | $4,056-27.3% | $5,116-42.4% | $4,212-30.0% |
| Admin fee / account holder | $1,536 | $7,222-78.7% | $8,919-82.8% | $7,344-79.1% |