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 | $72,071-69.9% | $68,368-68.3% | $137,256-84.2% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 14.70% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $182 | $2,788-93.5% | $2,649-93.1% | $4,156-95.6% |
| Participant deferral / active EE | $721 | $4,410-83.7% | $4,123-82.5% | $6,407-88.8% |
| Admin fee / account holder | $311 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |