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 4-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 | $63,457 | $183,519-65.4% | $155,509-59.2% | $145,922-56.5% |
| Participation rate | 11.8% | 82.7%-70.9pp | 78.2%-66.4pp | 80.3%-68.5pp |
| Annual return | 10.88% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $765 | $5,313-85.6% | $4,672-83.6% | $4,660-83.6% |
| Participant deferral / active EE | $2,271 | $6,462-64.9% | $5,626-59.6% | $6,688-66.0% |
| Admin fee / account holder | $547 | $19,313-97.2% | $15,912-96.6% | $13,397-95.9% |