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 | $29,339 | $110,257-73.4% | $96,544-69.6% | $139,434-79.0% |
| Participation rate | 34.8% | 78.1%-43.3pp | 76.0%-41.2pp | 80.3%-45.5pp |
| Annual return | 20.96% | 26.32%-5.4pp | 25.84%-4.9pp | 372.94%-352.0pp |
| Employer contribution / active EE | $326 | $3,620-91.0% | $2,965-89.0% | $4,751-93.1% |
| Participant deferral / active EE | $1,754 | $5,548-68.4% | $4,851-63.8% | $6,710-73.9% |
| Admin fee / account holder | $364 | $11,591-96.9% | $8,252-95.6% | $11,403-96.8% |