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 9-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 | $59,273 | $154,117-61.5% | $129,995-54.4% | $139,434-57.5% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 16.39% | 32.48%-16.1pp | -137.18%+153.6pp | 372.94%-356.6pp |
| Employer contribution / active EE | $852 | $5,289-83.9% | $4,320-80.3% | $4,751-82.1% |
| Participant deferral / active EE | $3,096 | $6,710-53.9% | $5,820-46.8% | $6,710-53.9% |
| Admin fee / account holder | $549 | $14,007-96.1% | $10,614-94.8% | $11,403-95.2% |