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 9-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 | $81,370 | $118,849-31.5% | $96,562-15.7% | $167,490-51.4% |
| Participation rate | 18.8% | 75.5%-56.7pp | 69.8%-51.1pp | 82.1%-63.4pp |
| Annual return | 23.58% | 50.49%-26.9pp | 37.78%-14.2pp | 478.56%-455.0pp |
| Employer contribution / active EE | $381 | $3,120-87.8% | $2,356-83.9% | $4,837-92.1% |
| Participant deferral / active EE | $3,647 | $4,616-21.0% | $3,849-5.2% | $6,341-42.5% |
| Admin fee / account holder | $412 | $8,065-94.9% | $6,181-93.3% | $12,309-96.7% |