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 | $43,157 | $82,978-48.0% | $129,995-66.8% | $71,457-39.6% |
| Participation rate | 55.3% | 74.1%-18.7pp | 78.5%-23.1pp | 67.9%-12.6pp |
| Annual return | 19.40% | 20.60%-1.2pp | -137.18%+156.6pp | 28.85%-9.5pp |
| Employer contribution / active EE | $542 | $2,622-79.3% | $4,320-87.5% | $2,588-79.1% |
| Participant deferral / active EE | $2,901 | $4,432-34.5% | $5,820-50.2% | $4,289-32.4% |
| Admin fee / account holder | $12,097 | $1,729+599.7% | $10,614+14.0% | $1,587+662.1% |