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 | $109,598 | $114,381-4.2% | $107,525+1.9% | $142,382-23.0% |
| Participation rate | 10.5% | 78.1%-67.6pp | 75.1%-64.5pp | 80.1%-69.6pp |
| Annual return | 17.26% | 242.71%-225.4pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $731 | $4,015-81.8% | $3,754-80.5% | $4,299-83.0% |
| Participant deferral / active EE | $2,211 | $5,564-60.3% | $5,116-56.8% | $6,507-66.0% |
| Admin fee / account holder | $2,010 | $9,860-79.6% | $8,919-77.5% | $12,624-84.1% |