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 5-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 | $39,049 | $109,881-64.5% | $150,045-74.0% | $84,808-54.0% |
| Participation rate | 38.2% | 76.1%-37.9pp | 82.3%-44.1pp | 68.3%-30.1pp |
| Annual return | 16.51% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $635 | $3,561-82.2% | $4,693-86.5% | $2,631-75.9% |
| Participant deferral / active EE | $3,145 | $6,636-52.6% | $7,997-60.7% | $4,212-25.3% |
| Admin fee / account holder | $2,629 | $8,568-69.3% | $13,435-80.4% | $7,344-64.2% |