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 | $115,261 | $102,605+12.3% | $145,661-20.9% | $84,808+35.9% |
| Participation rate | 37.2% | 74.3%-37.1pp | 77.2%-40.0pp | 68.3%-31.1pp |
| Annual return | 15.41% | 26.50%-11.1pp | 101.46%-86.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $327 | $3,325-90.2% | $4,238-92.3% | $2,631-87.6% |
| Participant deferral / active EE | $3,394 | $5,750-41.0% | $7,198-52.9% | $4,212-19.4% |
| Admin fee / account holder | $4,078 | $8,758-53.4% | $12,466-67.3% | $7,344-44.5% |