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 | $143,825 | $165,984-13.4% | $164,813-12.7% | $145,922-1.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.55% | 100.03%-80.5pp | 69.93%-50.4pp | 561.29%-541.7pp |
| Employer contribution / active EE | $957 | $5,273-81.9% | $4,341-78.0% | $4,660-79.5% |
| Participant deferral / active EE | $2,839 | $6,959-59.2% | $6,031-52.9% | $6,688-57.6% |
| Admin fee / account holder | $2,526 | $16,648-84.8% | $12,690-80.1% | $13,397-81.1% |