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 9-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 | $50,782 | $112,881-55.0% | $90,951-44.2% | $158,922-68.0% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 18.31% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $89 | $2,893-96.9% | $2,122-95.8% | $4,761-98.1% |
| Participant deferral / active EE | $2,901 | $4,128-29.7% | $3,373-14.0% | $5,982-51.5% |
| Admin fee / account holder | $318 | $8,041-96.0% | $5,959-94.7% | $11,246-97.2% |