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 | $43,398 | $81,474-46.7% | $133,956-67.6% | $73,488-40.9% |
| Participation rate | 55.2% | 76.4%-21.1pp | 79.8%-24.6pp | 70.7%-15.4pp |
| Annual return | 22.40% | 19.40%+3.0pp | 45.09%-22.7pp | 28.51%-6.1pp |
| Employer contribution / active EE | $238 | $2,209-89.2% | $3,919-93.9% | $2,270-89.5% |
| Participant deferral / active EE | $2,679 | $3,786-29.2% | $5,048-46.9% | $3,740-28.4% |
| Admin fee / account holder | $444 | $713-37.7% | $8,927-95.0% | $513-13.4% |