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 | $45,343-13.6% | $150,298-73.9% | $67,986-42.4% |
| Participation rate | 42.2% | 51.9%-9.7pp | 77.8%-35.6pp | 57.2%-15.1pp |
| Annual return | 17.52% | 33.28%-15.8pp | 62.79%-45.3pp | 31.67%-14.1pp |
| Employer contribution / active EE | $73 | $1,462-95.0% | $4,154-98.2% | $2,019-96.4% |
| Participant deferral / active EE | $2,055 | $2,0550% | $5,453-62.3% | $3,358-38.8% |
| Admin fee / account holder | $1,201 | $2,250-46.6% | $14,116-91.5% | $3,203-62.5% |