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 7-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 | $21,619 | $148,534-85.4% | $135,903-84.1% | $139,434-84.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 18.36% | 79.19%-60.8pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $580 | $5,243-88.9% | $4,856-88.1% | $4,751-87.8% |
| Participant deferral / active EE | $4,941 | $8,100-39.0% | $7,758-36.3% | $6,710-26.4% |
| Admin fee / account holder | $891 | $12,400-92.8% | $10,762-91.7% | $11,403-92.2% |