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 | $57,791 | $133,958-56.9% | $112,228-48.5% | $134,475-57.0% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | 18.36% | 47.11%-28.8pp | 27.45%-9.1pp | 417.96%-399.6pp |
| Employer contribution / active EE | $753 | $4,038-81.4% | $3,635-79.3% | $4,740-84.1% |
| Participant deferral / active EE | $2,320 | $5,291-56.2% | $4,728-50.9% | $6,400-63.8% |
| Admin fee / account holder | $3,905 | $7,489-47.9% | $6,410-39.1% | $11,426-65.8% |