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 9-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 | $84,877 | $111,754-24.1% | $103,333-17.9% | $145,922-41.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 16.75% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $726 | $4,212-82.8% | $3,868-81.2% | $4,660-84.4% |
| Participant deferral / active EE | $4,485 | $5,619-20.2% | $5,057-11.3% | $6,688-32.9% |
| Admin fee / account holder | $908 | $9,750-90.7% | $8,355-89.1% | $13,397-93.2% |