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 8-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 | $26,694 | $89,753-70.3% | $107,525-75.2% | $84,808-68.5% |
| Participation rate | 36.4% | 68.1%-31.7pp | 75.1%-38.7pp | 68.3%-31.9pp |
| Annual return | 19.45% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $480 | $3,113-84.6% | $3,754-87.2% | $2,631-81.8% |
| Participant deferral / active EE | $2,428 | $4,056-40.1% | $5,116-52.5% | $4,212-42.3% |
| Admin fee / account holder | $1,337 | $7,222-81.5% | $8,919-85.0% | $7,344-81.8% |