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 | $113,040 | $177,572-36.3% | $154,803-27.0% | $142,382-20.6% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.1%-36.4pp | 80.1%-38.5pp |
| Annual return | 14.08% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $76 | $4,810-98.4% | $4,305-98.2% | $4,299-98.2% |
| Participant deferral / active EE | $5,367 | $6,272-14.4% | $5,540-3.1% | $6,507-17.5% |
| Admin fee / account holder | $1,524 | $16,786-90.9% | $14,329-89.4% | $12,624-87.9% |