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 6-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 | $96,077 | $114,381-16.0% | $107,525-10.6% | $142,382-32.5% |
| Participation rate | 6.7% | 78.1%-71.5pp | 75.1%-68.4pp | 80.1%-73.5pp |
| Annual return | 17.30% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $391 | $4,015-90.3% | $3,754-89.6% | $4,299-90.9% |
| Participant deferral / active EE | $2,074 | $5,564-62.7% | $5,116-59.5% | $6,507-68.1% |
| Admin fee / account holder | $350 | $9,860-96.5% | $8,919-96.1% | $12,624-97.2% |