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 | $95,453-61.8% | $112,040-67.5% | $82,448-55.8% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.5%-31.0pp | 68.1%-22.6pp |
| Annual return | 25.10% | 23.92%+1.2pp | 24.52%+0.6pp | 41.64%-16.5pp |
| Employer contribution / active EE | $566 | $2,318-75.6% | $2,954-80.8% | $2,551-77.8% |
| Participant deferral / active EE | $2,268 | $4,224-46.3% | $5,098-55.5% | $4,139-45.2% |
| Admin fee / account holder | $4,325 | $9,013-52.0% | $12,098-64.2% | $7,234-40.2% |