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 | $55,984 | $94,031-40.5% | $115,768-51.6% | $82,448-32.1% |
| Participation rate | 60.9% | 70.4%-9.5pp | 74.4%-13.5pp | 68.1%-7.2pp |
| Annual return | 16.87% | 20.61%-3.7pp | 100.46%-83.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $463 | $2,323-80.1% | $2,940-84.3% | $2,551-81.9% |
| Participant deferral / active EE | $3,267 | $3,972-17.8% | $4,917-33.6% | $4,139-21.1% |
| Admin fee / account holder | $754 | $10,249-92.6% | $12,439-93.9% | $7,234-89.6% |