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 | $133,137 | $175,202-24.0% | $149,673-11.0% | $139,434-4.5% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.0pp |
| Annual return | 18.85% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $780 | $5,474-85.8% | $4,818-83.8% | $4,751-83.6% |
| Participant deferral / active EE | $2,535 | $6,519-61.1% | $5,680-55.4% | $6,710-62.2% |
| Admin fee / account holder | $625 | $16,150-96.1% | $13,210-95.3% | $11,403-94.5% |