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 | $36,807 | $73,933-50.2% | $96,683-61.9% | $75,163-51.0% |
| Participation rate | 51.2% | 66.4%-15.2pp | 74.3%-23.1pp | 67.2%-16.0pp |
| Annual return | 15.47% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $439 | $2,928-85.0% | $3,737-88.2% | $2,670-83.6% |
| Participant deferral / active EE | $3,722 | $3,659+1.7% | $4,878-23.7% | $4,125-9.8% |
| Admin fee / account holder | $911 | $5,216-82.5% | $6,730-86.5% | $5,651-83.9% |