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 | $80,349 | $106,515-24.6% | $96,683-16.9% | $139,434-42.4% |
| Participation rate | 10.5% | 77.8%-67.3pp | 74.3%-63.8pp | 80.3%-69.8pp |
| Annual return | 16.17% | 38.43%-22.3pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $455 | $4,103-88.9% | $3,737-87.8% | $4,751-90.4% |
| Participant deferral / active EE | $2,785 | $5,454-48.9% | $4,878-42.9% | $6,710-58.5% |
| Admin fee / account holder | $636 | $7,877-91.9% | $6,730-90.5% | $11,403-94.4% |