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 8-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 | $92,468 | $217,402-57.5% | $185,823-50.2% | $167,490-44.8% |
| Participation rate | 14.3% | 86.0%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 15.63% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,147 | $5,873-80.5% | $5,167-77.8% | $4,837-76.3% |
| Participant deferral / active EE | $3,898 | $6,356-38.7% | $5,568-30.0% | $6,341-38.5% |
| Admin fee / account holder | $1,419 | $19,811-92.8% | $16,237-91.3% | $12,309-88.5% |