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 | $47,369 | $121,625-61.1% | $104,607-54.7% | $158,922-70.2% |
| Participation rate | 52.4% | 77.5%-25.1pp | 74.1%-21.7pp | 82.0%-29.6pp |
| Annual return | 23.54% | 465.26%-441.7pp | 340.46%-316.9pp | 302.83%-279.3pp |
| Employer contribution / active EE | $147 | $3,163-95.3% | $2,681-94.5% | $4,761-96.9% |
| Participant deferral / active EE | $941 | $4,177-77.5% | $3,740-74.8% | $5,982-84.3% |
| Admin fee / account holder | $6,275 | $7,787-19.4% | $6,473-3.1% | $11,246-44.2% |