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 | $52,634 | $81,460-35.4% | $103,333-49.1% | $80,856-34.9% |
| Participation rate | 11.3% | 66.8%-55.5pp | 74.5%-63.2pp | 67.6%-56.3pp |
| Annual return | 19.32% | 25.55%-6.2pp | 24.88%-5.6pp | 35.59%-16.3pp |
| Employer contribution / active EE | $704 | $3,105-77.3% | $3,868-81.8% | $2,755-74.5% |
| Participant deferral / active EE | $1,864 | $3,869-51.8% | $5,057-63.1% | $4,296-56.6% |
| Admin fee / account holder | $2,671 | $6,566-59.3% | $8,355-68.0% | $6,918-61.4% |