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 | $43,097 | $117,983-63.5% | $101,794-57.7% | $142,382-69.7% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.2%-60.9pp | 80.1%-71.8pp |
| Annual return | 16.56% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $183 | $2,773-93.4% | $2,289-92.0% | $4,299-95.8% |
| Participant deferral / active EE | $1,843 | $4,714-60.9% | $4,084-54.9% | $6,507-71.7% |
| Admin fee / account holder | $1,651 | $10,433-84.2% | $8,777-81.2% | $12,624-86.9% |