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 | $67,005 | $102,317-34.5% | $146,958-54.4% | $80,856-17.1% |
| Participation rate | 53.7% | 75.8%-22.2pp | 82.2%-28.5pp | 67.6%-14.0pp |
| Annual return | 26.82% | 134.76%-107.9pp | 418.34%-391.5pp | 35.59%-8.8pp |
| Employer contribution / active EE | $420 | $3,713-88.7% | $4,933-91.5% | $2,755-84.8% |
| Participant deferral / active EE | $3,312 | $6,644-50.2% | $8,070-59.0% | $4,296-22.9% |
| Admin fee / account holder | $3,181 | $7,941-59.9% | $12,998-75.5% | $6,918-54.0% |