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 | $36,443 | $95,803-62.0% | $113,168-67.8% | $84,808-57.0% |
| Participation rate | 45.5% | 72.9%-27.4pp | 76.6%-31.1pp | 68.3%-22.9pp |
| Annual return | 25.10% | 25.00%+0.1pp | 24.27%+0.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $566 | $2,360-76.0% | $2,975-81.0% | $2,631-78.5% |
| Participant deferral / active EE | $2,268 | $4,242-46.5% | $5,107-55.6% | $4,212-46.1% |
| Admin fee / account holder | $4,325 | $8,989-51.9% | $12,068-64.2% | $7,344-41.1% |