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 4-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 | $47,888 | $112,729-57.5% | $98,716-51.5% | $137,256-65.1% |
| Participation rate | 13.0% | 74.2%-61.2pp | 69.3%-56.2pp | 80.0%-66.9pp |
| Annual return | 16.93% | 38.48%-21.5pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $222 | $2,725-91.9% | $2,279-90.3% | $4,156-94.7% |
| Participant deferral / active EE | $1,200 | $4,640-74.1% | $4,048-70.4% | $6,407-81.3% |
| Admin fee / account holder | $7,676 | $10,129-24.2% | $8,703-11.8% | $12,270-37.4% |