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 | $46,070 | $73,933-37.7% | $96,683-52.3% | $75,163-38.7% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 15.36% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $542 | $2,928-81.5% | $3,737-85.5% | $2,670-79.7% |
| Participant deferral / active EE | $1,970 | $3,659-46.1% | $4,878-59.6% | $4,125-52.2% |
| Admin fee / account holder | $2,179 | $5,216-58.2% | $6,730-67.6% | $5,651-61.4% |