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 | $72,517 | $111,754-35.1% | $103,333-29.8% | $145,922-50.3% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.2pp |
| Annual return | 17.09% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $503 | $4,212-88.1% | $3,868-87.0% | $4,660-89.2% |
| Participant deferral / active EE | $2,186 | $5,619-61.1% | $5,057-56.8% | $6,688-67.3% |
| Admin fee / account holder | $550 | $9,750-94.4% | $8,355-93.4% | $13,397-95.9% |