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 | $28,114 | $165,335-83.0% | $149,696-81.2% | $158,922-82.3% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 19.27% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $786 | $5,103-84.6% | $4,644-83.1% | $4,761-83.5% |
| Participant deferral / active EE | $3,928 | $7,181-45.3% | $6,842-42.6% | $5,982-34.3% |
| Admin fee / account holder | $1,875 | $10,807-82.6% | $9,309-79.9% | $11,246-83.3% |