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 | $49,143 | $91,552-46.3% | $133,956-63.3% | $79,858-38.5% |
| Participation rate | 69.1% | 73.3%-4.3pp | 79.8%-10.7pp | 69.6%-0.5pp |
| Annual return | 13.77% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $419 | $2,384-82.4% | $3,919-89.3% | $2,471-83.0% |
| Participant deferral / active EE | $3,192 | $3,733-14.5% | $5,048-36.8% | $3,740-14.7% |
| Admin fee / account holder | $5,735 | $6,321-9.3% | $8,927-35.8% | $5,306+8.1% |