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 4-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 | $75,215 | $80,673-6.8% | $101,326-25.8% | $84,808-11.3% |
| Participation rate | 64.4% | 77.8%-13.3pp | 81.5%-17.1pp | 68.3%-3.9pp |
| Annual return | 37.46% | 38.95%-1.5pp | 36.82%+0.6pp | 40.90%-3.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,188 | $6,840+78.2% | $7,994+52.5% | $4,212+189.4% |
| Admin fee / account holder | $10,414 | $12,784-18.5% | $11,185-6.9% | $7,344+41.8% |