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 | $82,889 | $104,974-21.0% | $95,585-13.3% | $142,382-41.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 19.54% | 210.33%-190.8pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $122 | $2,779-95.6% | $2,527-95.2% | $4,299-97.2% |
| Participant deferral / active EE | $2,845 | $4,352-34.6% | $4,023-29.3% | $6,507-56.3% |
| Admin fee / account holder | $3,933 | $6,386-38.4% | $6,127-35.8% | $12,624-68.8% |