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 6-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 | $29,460 | $79,944-63.1% | $98,439-70.1% | $75,163-60.8% |
| Participation rate | 35.8% | 70.4%-34.6pp | 75.2%-39.4pp | 67.2%-31.4pp |
| Annual return | 22.17% | 19.75%+2.4pp | 21.16%+1.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,414 | $3,752-9.0% | $4,738-27.9% | $4,125-17.2% |
| Admin fee / account holder | $1,669 | $6,840-75.6% | $8,948-81.3% | $5,651-70.5% |