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 | $77,707 | $106,515-27.0% | $96,683-19.6% | $139,434-44.3% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 12.71% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $638 | $4,103-84.5% | $3,737-82.9% | $4,751-86.6% |
| Participant deferral / active EE | $8,552 | $5,454+56.8% | $4,878+75.3% | $6,710+27.4% |
| Admin fee / account holder | $345 | $7,877-95.6% | $6,730-94.9% | $11,403-97.0% |