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 | $12,248 | $109,327-88.8% | $89,391-86.3% | $158,922-92.3% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 31.30% | 345.68%-314.4pp | 245.62%-214.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $200 | $3,170-93.7% | $2,586-92.3% | $4,761-95.8% |
| Participant deferral / active EE | $1,675 | $4,598-63.6% | $3,890-56.9% | $5,982-72.0% |
| Admin fee / account holder | $336 | $6,153-94.5% | $4,881-93.1% | $11,246-97.0% |