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 | $78,059 | $209,411-62.7% | $178,490-56.3% | $158,922-50.9% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 19.87% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $863 | $5,706-84.9% | $5,011-82.8% | $4,761-81.9% |
| Participant deferral / active EE | $3,489 | $5,954-41.4% | $5,202-32.9% | $5,982-41.7% |
| Admin fee / account holder | $1,383 | $17,074-91.9% | $13,984-90.1% | $11,246-87.7% |