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 8-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 | $86,663 | $87,037-0.4% | $106,201-18.4% | $80,874+7.2% |
| Participation rate | 21.2% | 70.4%-49.2pp | 75.3%-54.1pp | 67.6%-46.4pp |
| Annual return | 19.69% | 17.05%+2.6pp | 116.26%-96.6pp | 35.62%-15.9pp |
| Employer contribution / active EE | $559 | $2,396-76.7% | $3,170-82.4% | $2,756-79.7% |
| Participant deferral / active EE | $2,287 | $3,986-42.6% | $5,012-54.4% | $4,297-46.8% |
| Admin fee / account holder | $4,285 | $8,434-49.2% | $11,039-61.2% | $6,935-38.2% |