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 6-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 | $35,157 | $175,202-79.9% | $149,673-76.5% | $139,434-74.8% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 40.70% | 166.71%-126.0pp | 134.42%-93.7pp | 372.94%-332.2pp |
| Employer contribution / active EE | $1,008 | $5,474-81.6% | $4,818-79.1% | $4,751-78.8% |
| Participant deferral / active EE | $2,118 | $6,519-67.5% | $5,680-62.7% | $6,710-68.4% |
| Admin fee / account holder | $5,826 | $16,150-63.9% | $13,210-55.9% | $11,403-48.9% |