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 | $71,572 | $86,929-17.7% | $102,423-30.1% | $80,856-11.5% |
| Participation rate | 47.5% | 72.4%-24.9pp | 76.5%-29.0pp | 67.6%-20.1pp |
| Annual return | 12.89% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $629 | $2,369-73.5% | $3,023-79.2% | $2,755-77.2% |
| Participant deferral / active EE | $2,052 | $4,118-50.2% | $5,053-59.4% | $4,296-52.2% |
| Admin fee / account holder | $10,820 | $8,049+34.4% | $9,451+14.5% | $6,918+56.4% |