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 | $70,427 | $112,729-37.5% | $98,716-28.7% | $137,256-48.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 20.26% | 38.48%-18.2pp | 31.81%-11.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $419 | $2,725-84.6% | $2,279-81.6% | $4,156-89.9% |
| Participant deferral / active EE | $1,904 | $4,640-59.0% | $4,048-52.9% | $6,407-70.3% |
| Admin fee / account holder | $429 | $10,129-95.8% | $8,703-95.1% | $12,270-96.5% |