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 | $87,767 | $177,572-50.6% | $154,803-43.3% | $142,382-38.4% |
| Participation rate | 23.1% | 82.1%-59.0pp | 78.1%-55.0pp | 80.1%-57.0pp |
| Annual return | 17.48% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $410 | $4,810-91.5% | $4,305-90.5% | $4,299-90.5% |
| Participant deferral / active EE | $3,294 | $6,272-47.5% | $5,540-40.5% | $6,507-49.4% |
| Admin fee / account holder | $600 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |