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 6-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 | $73,074 | $111,535-34.5% | $105,223-30.6% | $137,256-46.8% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 14.71% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $573 | $3,939-85.5% | $3,689-84.5% | $4,156-86.2% |
| Participant deferral / active EE | $9,362 | $5,500+70.2% | $5,072+84.6% | $6,407+46.1% |
| Admin fee / account holder | $15,105 | $9,721+55.4% | $8,859+70.5% | $12,270+23.1% |