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 8-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 | $47,288 | $112,881-58.1% | $90,951-48.0% | $158,922-70.2% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 26.34% | 215.79%-189.4pp | 134.60%-108.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $240 | $2,893-91.7% | $2,122-88.7% | $4,761-95.0% |
| Participant deferral / active EE | $3,342 | $4,128-19.0% | $3,373-0.9% | $5,982-44.1% |
| Admin fee / account holder | $500 | $8,041-93.8% | $5,959-91.6% | $11,246-95.6% |