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 | $60,457 | $124,281-51.4% | $109,143-44.6% | $167,490-63.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 10.80% | 26.04%-15.2pp | 25.75%-15.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $570 | $4,207-86.5% | $3,722-84.7% | $4,837-88.2% |
| Participant deferral / active EE | $5,979 | $5,255+13.8% | $4,653+28.5% | $6,341-5.7% |
| Admin fee / account holder | $482 | $7,970-94.0% | $6,752-92.9% | $12,309-96.1% |