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 | $78,709 | $185,822-57.6% | $169,993-53.7% | $139,434-43.6% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 22.89% | 60.50%-37.6pp | 53.37%-30.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $720 | $7,590-90.5% | $6,785-89.4% | $4,751-84.8% |
| Participant deferral / active EE | $7,200 | $11,622-38.0% | $10,408-30.8% | $6,710+7.3% |
| Admin fee / account holder | $697 | $15,381-95.5% | $12,815-94.6% | $11,403-93.9% |