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 | $73,334 | $94,625-22.5% | $116,228-36.9% | $84,808-13.5% |
| Participation rate | 20.0% | 70.4%-50.4pp | 74.6%-54.6pp | 68.3%-48.3pp |
| Annual return | 16.23% | 20.40%-4.2pp | 90.06%-73.8pp | 40.90%-24.7pp |
| Employer contribution / active EE | $437 | $2,347-81.4% | $2,994-85.4% | $2,631-83.4% |
| Participant deferral / active EE | $2,572 | $3,972-35.3% | $4,953-48.1% | $4,212-38.9% |
| Admin fee / account holder | $3,751 | $10,091-62.8% | $11,989-68.7% | $7,344-48.9% |