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 6-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 | $39,159 | $49,915-21.5% | $154,803-74.7% | $74,304-47.3% |
| Participation rate | 42.2% | 54.0%-11.8pp | 78.1%-35.9pp | 60.3%-18.2pp |
| Annual return | 17.52% | 34.06%-16.5pp | 58.88%-41.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $73 | $1,611-95.4% | $4,305-98.3% | $2,241-96.7% |
| Participant deferral / active EE | $2,055 | $2,255-8.9% | $5,540-62.9% | $3,767-45.5% |
| Admin fee / account holder | $1,201 | $2,189-45.1% | $14,329-91.6% | $2,969-59.6% |