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 3-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 | $28,096 | $94,338-70.2% | $100,534-72.1% | $142,382-80.3% |
| Participation rate | 44.4% | 81.7%-37.3pp | 80.6%-36.2pp | 80.1%-35.7pp |
| Annual return | 29.14% | 29.20%-0.1pp | 32.66%-3.5pp | 217.08%-187.9pp |
| Employer contribution / active EE | $893 | $4,237-78.9% | $4,346-79.5% | $4,299-79.2% |
| Participant deferral / active EE | $5,944 | $5,934+0.2% | $6,144-3.3% | $6,507-8.7% |
| Admin fee / account holder | $751 | $8,421-91.1% | $7,654-90.2% | $12,624-94.1% |