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 | $155,526 | $97,744+59.1% | $103,476+50.3% | $145,922+6.6% |
| Participation rate | 63.6% | 81.1%-17.5pp | 80.5%-16.9pp | 80.3%-16.6pp |
| Annual return | 16.62% | 25.41%-8.8pp | 23.90%-7.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,325 | $6,603-4.2% | $6,623-4.5% | $6,688-5.4% |
| Admin fee / account holder | $2,155 | $12,515-82.8% | $9,413-77.1% | $13,397-83.9% |