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 | $29,756 | $111,724-73.4% | $93,606-68.2% | $145,922-79.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 14.66% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $513 | $3,090-83.4% | $2,420-78.8% | $4,660-89.0% |
| Participant deferral / active EE | $2,816 | $4,912-42.7% | $4,411-36.2% | $6,688-57.9% |
| Admin fee / account holder | $1,464 | $10,250-85.7% | $8,285-82.3% | $13,397-89.1% |