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 6-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 | $96,518 | $115,770-16.6% | $101,248-4.7% | $158,922-39.3% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 73.03% | 56.14%+16.9pp | 46.47%+26.6pp | 302.83%-229.8pp |
| Employer contribution / active EE | $328 | $4,175-92.1% | $3,660-91.0% | $4,761-93.1% |
| Participant deferral / active EE | $6,500 | $4,957+31.1% | $4,370+48.7% | $5,982+8.7% |
| Admin fee / account holder | $1,858 | $7,245-74.4% | $5,945-68.7% | $11,246-83.5% |