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 9-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 | $80,506 | $93,571-14.0% | $135,903-40.8% | $75,163+7.1% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 67.2%-41.3pp |
| Annual return | 17.87% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $670 | $3,537-81.1% | $4,856-86.2% | $2,670-74.9% |
| Participant deferral / active EE | $3,224 | $6,404-49.7% | $7,758-58.4% | $4,125-21.9% |
| Admin fee / account holder | $985 | $6,975-85.9% | $10,762-90.8% | $5,651-82.6% |