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 | $77,983 | $127,065-38.6% | $113,168-31.1% | $142,382-45.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 21.63% | 24.03%-2.4pp | 24.27%-2.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $746 | $3,442-78.3% | $2,975-74.9% | $4,299-82.6% |
| Participant deferral / active EE | $2,203 | $5,716-61.5% | $5,107-56.9% | $6,507-66.1% |
| Admin fee / account holder | $1,548 | $15,736-90.2% | $12,068-87.2% | $12,624-87.7% |