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 | $91,391 | $175,202-47.8% | $149,673-38.9% | $139,434-34.5% |
| Participation rate | 19.0% | 83.4%-64.3pp | 78.8%-59.7pp | 80.3%-61.3pp |
| Annual return | 16.27% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $750 | $5,474-86.3% | $4,818-84.4% | $4,751-84.2% |
| Participant deferral / active EE | $3,130 | $6,519-52.0% | $5,680-44.9% | $6,710-53.4% |
| Admin fee / account holder | $358 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |