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 | $59,232 | $126,574-53.2% | $106,213-44.2% | $145,922-59.4% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 14.27% | 224.79%-210.5pp | 116.14%-101.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $515 | $3,730-86.2% | $3,171-83.8% | $4,660-89.0% |
| Participant deferral / active EE | $3,487 | $5,724-39.1% | $5,016-30.5% | $6,688-47.9% |
| Admin fee / account holder | $999 | $17,304-94.2% | $11,033-90.9% | $13,397-92.5% |