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 | $70,577 | $44,984+56.9% | $85,009-17.0% | $74,546-5.3% |
| Participation rate | 36.6% | 49.4%-12.8pp | 67.5%-30.9pp | 67.2%-30.7pp |
| Annual return | 20.89% | 26.25%-5.4pp | 66.47%-45.6pp | 1366.03%-1345.1pp |
| Employer contribution / active EE | $192 | $1,458-86.9% | $2,728-93.0% | $2,624-92.7% |
| Participant deferral / active EE | $2,483 | $2,733-9.2% | $4,522-45.1% | $4,347-42.9% |
| Admin fee / account holder | $2,165 | $2,208-2.0% | $6,153-64.8% | $1,944+11.4% |