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 5-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 | $62,389 | $90,348-30.9% | $75,972-17.9% | $145,922-57.2% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 15.06% | 620.88%-605.8pp | 359.55%-344.5pp | 561.29%-546.2pp |
| Employer contribution / active EE | $197 | $3,311-94.1% | $2,685-92.7% | $4,660-95.8% |
| Participant deferral / active EE | $4,680 | $5,162-9.3% | $4,255+10.0% | $6,688-30.0% |
| Admin fee / account holder | $491 | $8,467-94.2% | $6,467-92.4% | $13,397-96.3% |