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 | $88,894 | $159,934-44.4% | $147,005-39.5% | $145,959-39.1% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.2%-55.8pp | 80.3%-54.0pp |
| Annual return | 12.40% | 98.24%-85.8pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $854 | $5,287-83.8% | $4,934-82.7% | $4,661-81.7% |
| Participant deferral / active EE | $4,262 | $8,427-49.4% | $8,070-47.2% | $6,689-36.3% |
| Admin fee / account holder | $1,330 | $15,053-91.2% | $13,006-89.8% | $13,398-90.1% |