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 | $93,499 | $117,983-20.8% | $101,794-8.1% | $142,382-34.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 19.50% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $437 | $2,773-84.3% | $2,289-80.9% | $4,299-89.8% |
| Participant deferral / active EE | $7,326 | $4,714+55.4% | $4,084+79.4% | $6,507+12.6% |
| Admin fee / account holder | $688 | $10,433-93.4% | $8,777-92.2% | $12,624-94.6% |