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 7-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 | $74,519 | $159,901-53.4% | $146,958-49.3% | $145,922-48.9% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 19.51% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $790 | $5,286-85.0% | $4,933-84.0% | $4,660-83.0% |
| Participant deferral / active EE | $3,571 | $8,428-57.6% | $8,070-55.8% | $6,688-46.6% |
| Admin fee / account holder | $1,382 | $15,044-90.8% | $12,998-89.4% | $13,397-89.7% |