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 6-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 | $58,653 | $177,572-67.0% | $154,803-62.1% | $142,382-58.8% |
| Participation rate | 68.4% | 82.1%-13.6pp | 78.1%-9.6pp | 80.1%-11.7pp |
| Annual return | 19.43% | 65.07%-45.6pp | 58.88%-39.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $662 | $4,810-86.2% | $4,305-84.6% | $4,299-84.6% |
| Participant deferral / active EE | $3,982 | $6,272-36.5% | $5,540-28.1% | $6,507-38.8% |
| Admin fee / account holder | $2,065 | $16,786-87.7% | $14,329-85.6% | $12,624-83.6% |