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 | $46,671 | $106,749-56.3% | $145,433-67.9% | $82,448-43.4% |
| Participation rate | 44.0% | 75.6%-31.6pp | 82.1%-38.1pp | 68.1%-24.1pp |
| Annual return | 18.03% | 27.59%-9.6pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $72 | $3,444-97.9% | $4,554-98.4% | $2,551-97.2% |
| Participant deferral / active EE | $3,289 | $6,519-49.5% | $7,897-58.4% | $4,139-20.5% |
| Admin fee / account holder | $1,116 | $8,390-86.7% | $13,129-91.5% | $7,234-84.6% |