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 | $63,599 | $209,411-69.6% | $178,490-64.4% | $158,922-60.0% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 12.56% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $951 | $5,706-83.3% | $5,011-81.0% | $4,761-80.0% |
| Participant deferral / active EE | $2,440 | $5,954-59.0% | $5,202-53.1% | $5,982-59.2% |
| Admin fee / account holder | $8,018 | $17,074-53.0% | $13,984-42.7% | $11,246-28.7% |