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 | $21,722 | $148,534-85.4% | $135,903-84.0% | $139,434-84.4% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 80.66% | 79.19%+1.5pp | 68.23%+12.4pp | 372.94%-292.3pp |
| Employer contribution / active EE | $901 | $5,243-82.8% | $4,856-81.4% | $4,751-81.0% |
| Participant deferral / active EE | $3,936 | $8,100-51.4% | $7,758-49.3% | $6,710-41.3% |
| Admin fee / account holder | $480 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |