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 | $34,423 | $89,753-61.6% | $107,525-68.0% | $84,808-59.4% |
| Participation rate | 48.3% | 68.1%-19.7pp | 75.1%-26.7pp | 68.3%-20.0pp |
| Annual return | 25.44% | 29.48%-4.0pp | 181.32%-155.9pp | 40.90%-15.5pp |
| Employer contribution / active EE | $414 | $3,113-86.7% | $3,754-89.0% | $2,631-84.3% |
| Participant deferral / active EE | $2,641 | $4,056-34.9% | $5,116-48.4% | $4,212-37.3% |
| Admin fee / account holder | $1,058 | $7,222-85.3% | $8,919-88.1% | $7,344-85.6% |