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 7-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 | $44,292 | $72,277-38.7% | $101,248-56.3% | $79,858-44.5% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 16.85% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $349 | $2,692-87.1% | $3,660-90.5% | $2,471-85.9% |
| Participant deferral / active EE | $3,543 | $3,282+8.0% | $4,370-18.9% | $3,740-5.3% |
| Admin fee / account holder | $409 | $4,400-90.7% | $5,945-93.1% | $5,306-92.3% |