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 | $27,917 | $56,060-50.2% | $76,002-63.3% | $80,874-65.5% |
| Participation rate | 52.7% | 62.0%-9.3pp | 69.1%-16.4pp | 67.6%-14.9pp |
| Annual return | 10.96% | 20.54%-9.6pp | 360.07%-349.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $296 | $1,873-84.2% | $2,688-89.0% | $2,756-89.3% |
| Participant deferral / active EE | $1,684 | $3,051-44.8% | $4,257-60.4% | $4,297-60.8% |
| Admin fee / account holder | $4,830 | $5,237-7.8% | $6,414-24.7% | $6,935-30.4% |