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 | $20,784 | $175,202-88.1% | $149,673-86.1% | $139,434-85.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 19.55% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $967 | $5,474-82.3% | $4,818-79.9% | $4,751-79.7% |
| Participant deferral / active EE | $2,663 | $6,519-59.1% | $5,680-53.1% | $6,710-60.3% |
| Admin fee / account holder | $3,833 | $16,150-76.3% | $13,210-71.0% | $11,403-66.4% |