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 6-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 | $59,195 | $175,202-66.2% | $149,673-60.5% | $139,434-57.5% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 20.59% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $569 | $5,474-89.6% | $4,818-88.2% | $4,751-88.0% |
| Participant deferral / active EE | $3,250 | $6,519-50.1% | $5,680-42.8% | $6,710-51.6% |
| Admin fee / account holder | $977 | $16,150-94.0% | $13,210-92.6% | $11,403-91.4% |