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 | $65,079 | $154,228-57.8% | $145,433-55.3% | $137,256-52.6% |
| Participation rate | 17.4% | 83.8%-66.4pp | 82.1%-64.7pp | 80.0%-62.6pp |
| Annual return | 12.55% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $630 | $4,804-86.9% | $4,554-86.2% | $4,156-84.8% |
| Participant deferral / active EE | $3,054 | $8,216-62.8% | $7,897-61.3% | $6,407-52.3% |
| Admin fee / account holder | $31,232 | $14,344+117.7% | $13,129+137.9% | $12,270+154.5% |