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 10-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 | $76,964 | $96,635-20.4% | $86,612-11.1% | $139,434-44.8% |
| Participation rate | 53.3% | 74.4%-21.1pp | 71.7%-18.4pp | 80.3%-27.0pp |
| Annual return | 12.95% | 106.41%-93.5pp | 591.07%-578.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $267 | $3,263-91.8% | $3,022-91.2% | $4,751-94.4% |
| Participant deferral / active EE | $2,675 | $4,836-44.7% | $4,438-39.7% | $6,710-60.1% |
| Admin fee / account holder | $547 | $6,408-91.5% | $5,614-90.3% | $11,403-95.2% |