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 | $34,146 | $65,365-47.8% | $92,893-63.2% | $72,985-53.2% |
| Participation rate | 66.2% | 68.3%-2.1pp | 76.0%-9.8pp | 69.5%-3.3pp |
| Annual return | 22.42% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $137 | $2,594-94.7% | $3,653-96.3% | $2,440-94.4% |
| Participant deferral / active EE | $2,349 | $3,128-24.9% | $4,236-44.5% | $3,607-34.9% |
| Admin fee / account holder | $1,001 | $4,251-76.5% | $5,794-82.7% | $5,124-80.5% |