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 5-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 | $116,546 | $172,111-32.3% | $150,298-22.5% | $137,256-15.1% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 18.16% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $502 | $4,636-89.2% | $4,154-87.9% | $4,156-87.9% |
| Participant deferral / active EE | $2,377 | $6,166-61.4% | $5,453-56.4% | $6,407-62.9% |
| Admin fee / account holder | $693 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |