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 | $61,236 | $133,922-54.3% | $116,228-47.3% | $142,382-57.0% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.6%-21.2pp | 80.1%-26.8pp |
| Annual return | 17.38% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $604 | $3,446-82.5% | $2,994-79.8% | $4,299-86.0% |
| Participant deferral / active EE | $1,829 | $5,672-67.8% | $4,953-63.1% | $6,507-71.9% |
| Admin fee / account holder | $448 | $14,945-97.0% | $11,989-96.3% | $12,624-96.4% |