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 | $59,744 | $201,259-70.3% | $184,200-67.6% | $145,959-59.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 11.70% | 28.98%-17.3pp | 28.80%-17.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $767 | $7,018-89.1% | $6,424-88.1% | $4,661-83.6% |
| Participant deferral / active EE | $4,280 | $9,806-56.4% | $9,132-53.1% | $6,689-36.0% |
| Admin fee / account holder | $1,087 | $16,372-93.4% | $13,907-92.2% | $13,398-91.9% |