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 8-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 | $63,832 | $106,515-40.1% | $96,683-34.0% | $139,434-54.2% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 15.67% | 38.43%-22.8pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $728 | $4,103-82.3% | $3,737-80.5% | $4,751-84.7% |
| Participant deferral / active EE | $5,301 | $5,454-2.8% | $4,878+8.7% | $6,710-21.0% |
| Admin fee / account holder | $650 | $7,877-91.7% | $6,730-90.3% | $11,403-94.3% |