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 7-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 | $21,663 | $74,888-71.1% | $71,209-69.6% | $142,382-84.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 14.70% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $182 | $2,854-93.6% | $2,721-93.3% | $4,299-95.8% |
| Participant deferral / active EE | $721 | $4,454-83.8% | $4,175-82.7% | $6,507-88.9% |
| Admin fee / account holder | $311 | $5,568-94.4% | $5,349-94.2% | $12,624-97.5% |