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 | $48,900 | $106,515-54.1% | $96,683-49.4% | $139,434-64.9% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 22.63% | 38.43%-15.8pp | 35.69%-13.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $512 | $4,103-87.5% | $3,737-86.3% | $4,751-89.2% |
| Participant deferral / active EE | $2,625 | $5,454-51.9% | $4,878-46.2% | $6,710-60.9% |
| Admin fee / account holder | $595 | $7,877-92.4% | $6,730-91.2% | $11,403-94.8% |