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 5-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 | $106,926 | $209,832-49.0% | $189,513-43.6% | $167,490-36.2% |
| Participation rate | 61.9% | 88.7%-26.8pp | 87.8%-25.9pp | 82.1%-20.2pp |
| Annual return | 23.37% | 748.27%-724.9pp | 555.15%-531.8pp | 478.56%-455.2pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,485 | $8,935-61.0% | $8,221-57.6% | $6,341-45.0% |
| Admin fee / account holder | $632 | $14,293-95.6% | $12,045-94.8% | $12,309-94.9% |