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 | $115,502 | $163,101-29.2% | $136,749-15.5% | $142,382-18.9% |
| Participation rate | 25.0% | 78.2%-53.2pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 15.54% | 27.54%-12.0pp | 24.33%-8.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $750 | $4,117-81.8% | $3,400-77.9% | $4,299-82.6% |
| Participant deferral / active EE | $1,875 | $5,585-66.4% | $4,692-60.0% | $6,507-71.2% |
| Admin fee / account holder | $499 | $14,318-96.5% | $11,386-95.6% | $12,624-96.0% |