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 6-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 | $41,384 | $86,944-52.4% | $107,525-61.5% | $74,304-44.3% |
| Participation rate | 64.5% | 59.6%+5.0pp | 75.1%-10.5pp | 60.3%+4.2pp |
| Annual return | 18.04% | 23.52%-5.5pp | 181.32%-163.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $339 | $2,757-87.7% | $3,754-91.0% | $2,241-84.9% |
| Participant deferral / active EE | $3,318 | $3,554-6.6% | $5,116-35.1% | $3,767-11.9% |
| Admin fee / account holder | $2,438 | $3,727-34.6% | $8,919-72.7% | $2,969-17.9% |