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 | $70,175 | $175,202-59.9% | $149,673-53.1% | $139,434-49.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.66% | 166.71%-147.0pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $403 | $5,474-92.6% | $4,818-91.6% | $4,751-91.5% |
| Participant deferral / active EE | $6,288 | $6,519-3.5% | $5,680+10.7% | $6,710-6.3% |
| Admin fee / account holder | $5,367 | $16,150-66.8% | $13,210-59.4% | $11,403-52.9% |