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 | $47,181 | $71,050-33.6% | $93,606-49.6% | $80,856-41.6% |
| Participation rate | 40.3% | 60.4%-20.1pp | 68.7%-28.4pp | 67.6%-27.4pp |
| Annual return | 12.61% | 11.26%+1.4pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,628 | $4,034-34.8% | $4,411-40.4% | $4,296-38.8% |
| Admin fee / account holder | $5,634 | $6,945-18.9% | $8,285-32.0% | $6,918-18.6% |