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 7-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 | $43,437 | $95,416-54.5% | $185,823-76.6% | $85,850-49.4% |
| Participation rate | 36.8% | 68.8%-31.9pp | 81.7%-44.9pp | 69.3%-32.5pp |
| Annual return | 15.32% | 23.59%-8.3pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $258 | $3,314-92.2% | $5,167-95.0% | $2,565-89.9% |
| Participant deferral / active EE | $1,265 | $3,423-63.0% | $5,568-77.3% | $3,952-68.0% |
| Admin fee / account holder | $408 | $7,213-94.3% | $16,237-97.5% | $6,260-93.5% |