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 6-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 | $58,653 | $172,111-65.9% | $150,298-61.0% | $137,256-57.3% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 19.43% | 69.37%-49.9pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $662 | $4,636-85.7% | $4,154-84.1% | $4,156-84.1% |
| Participant deferral / active EE | $3,982 | $6,166-35.4% | $5,453-27.0% | $6,407-37.8% |
| Admin fee / account holder | $2,065 | $16,471-87.5% | $14,116-85.4% | $12,270-83.2% |