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 | $81,448 | $183,519-55.6% | $155,509-47.6% | $145,922-44.2% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 17.79% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $600 | $5,313-88.7% | $4,672-87.2% | $4,660-87.1% |
| Participant deferral / active EE | $5,083 | $6,462-21.3% | $5,626-9.6% | $6,688-24.0% |
| Admin fee / account holder | $1,286 | $19,313-93.3% | $15,912-91.9% | $13,397-90.4% |