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 | $31,409 | $99,918-68.6% | $81,382-61.4% | $145,922-78.5% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.5%-46.4pp | 80.3%-57.2pp |
| Annual return | 17.73% | 34.32%-16.6pp | 24.73%-7.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $283 | $2,978-90.5% | $2,463-88.5% | $4,660-93.9% |
| Participant deferral / active EE | $2,209 | $4,605-52.0% | $3,883-43.1% | $6,688-67.0% |
| Admin fee / account holder | $488 | $8,212-94.1% | $5,768-91.5% | $13,397-96.4% |