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 | $38,910 | $118,450-67.2% | $98,439-60.5% | $139,434-72.1% |
| Participation rate | 31.6% | 77.4%-45.9pp | 75.2%-43.6pp | 80.3%-48.7pp |
| Annual return | 15.86% | 18.94%-3.1pp | 21.16%-5.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $711 | $3,609-80.3% | $3,048-76.7% | $4,751-85.0% |
| Participant deferral / active EE | $4,019 | $5,392-25.5% | $4,738-15.2% | $6,710-40.1% |
| Admin fee / account holder | $7,985 | $14,026-43.1% | $8,948-10.8% | $11,403-30.0% |