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 | $94,084 | $124,281-24.3% | $109,143-13.8% | $167,490-43.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 28.35% | 26.04%+2.3pp | 25.75%+2.6pp | 478.56%-450.2pp |
| Employer contribution / active EE | $533 | $4,207-87.3% | $3,722-85.7% | $4,837-89.0% |
| Participant deferral / active EE | $6,500 | $5,255+23.7% | $4,653+39.7% | $6,341+2.5% |
| Admin fee / account holder | $959 | $7,970-88.0% | $6,752-85.8% | $12,309-92.2% |