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 | $58,831 | $209,411-71.9% | $178,490-67.0% | $158,922-63.0% |
| Participation rate | 31.8% | 86.3%-54.5pp | 81.9%-50.1pp | 82.0%-50.1pp |
| Annual return | 12.82% | 188.75%-175.9pp | 151.07%-138.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $700 | $5,706-87.7% | $5,011-86.0% | $4,761-85.3% |
| Participant deferral / active EE | $3,280 | $5,954-44.9% | $5,202-36.9% | $5,982-45.2% |
| Admin fee / account holder | $8,757 | $17,074-48.7% | $13,984-37.4% | $11,246-22.1% |