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 7-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 | $97,651 | $159,602-38.8% | $150,045-34.9% | $142,382-31.4% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.3%-46.0pp | 80.1%-43.8pp |
| Annual return | 16.23% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $755 | $4,961-84.8% | $4,693-83.9% | $4,299-82.4% |
| Participant deferral / active EE | $3,260 | $8,310-60.8% | $7,997-59.2% | $6,507-49.9% |
| Admin fee / account holder | $1,517 | $14,846-89.8% | $13,435-88.7% | $12,624-88.0% |