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 | $43,164 | $111,724-61.4% | $93,606-53.9% | $145,922-70.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 18.25% | 202.98%-184.7pp | 133.20%-114.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $374 | $3,090-87.9% | $2,420-84.6% | $4,660-92.0% |
| Participant deferral / active EE | $1,738 | $4,912-64.6% | $4,411-60.6% | $6,688-74.0% |
| Admin fee / account holder | $473 | $10,250-95.4% | $8,285-94.3% | $13,397-96.5% |