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 7-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 | $134,238 | $177,572-24.4% | $154,803-13.3% | $142,382-5.7% |
| Participation rate | 38.9% | 82.1%-43.2pp | 78.1%-39.2pp | 80.1%-41.2pp |
| Annual return | 14.09% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $598 | $4,810-87.6% | $4,305-86.1% | $4,299-86.1% |
| Participant deferral / active EE | $1,759 | $6,272-71.9% | $5,540-68.2% | $6,507-73.0% |
| Admin fee / account holder | $1,730 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |