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 7-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 | $30,789 | $73,933-58.4% | $96,683-68.2% | $75,163-59.0% |
| Participation rate | 63.1% | 66.4%-3.3pp | 74.3%-11.3pp | 67.2%-4.1pp |
| Annual return | 25.60% | 26.70%-1.1pp | 35.69%-10.1pp | 160.62%-135.0pp |
| Employer contribution / active EE | $543 | $2,928-81.5% | $3,737-85.5% | $2,670-79.7% |
| Participant deferral / active EE | $1,496 | $3,659-59.1% | $4,878-69.3% | $4,125-63.7% |
| Admin fee / account holder | $1,099 | $5,216-78.9% | $6,730-83.7% | $5,651-80.6% |