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 3-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 | $55,307 | $111,724-50.5% | $93,606-40.9% | $145,922-62.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.05% | 202.98%-194.9pp | 133.20%-125.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $312 | $3,090-89.9% | $2,420-87.1% | $4,660-93.3% |
| Participant deferral / active EE | $4,138 | $4,912-15.8% | $4,411-6.2% | $6,688-38.1% |
| Admin fee / account holder | $13,506 | $10,250+31.8% | $8,285+63.0% | $13,397+0.8% |