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 9-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 | $38,835 | $114,381-66.0% | $107,525-63.9% | $142,382-72.7% |
| Participation rate | 27.8% | 78.1%-50.4pp | 75.1%-47.3pp | 80.1%-52.3pp |
| Annual return | 15.04% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $559 | $4,015-86.1% | $3,754-85.1% | $4,299-87.0% |
| Participant deferral / active EE | $1,521 | $5,564-72.7% | $5,116-70.3% | $6,507-76.6% |
| Admin fee / account holder | $9,409 | $9,860-4.6% | $8,919+5.5% | $12,624-25.5% |