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 | $44,081 | $210,648-79.1% | $177,989-75.2% | $145,922-69.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.75% | 385.86%-373.1pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $544 | $4,565-88.1% | $3,949-86.2% | $4,660-88.3% |
| Participant deferral / active EE | $4,307 | $6,958-38.1% | $6,276-31.4% | $6,688-35.6% |
| Admin fee / account holder | $842 | $12,013-93.0% | $10,363-91.9% | $13,397-93.7% |