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 | $91,393 | $106,515-14.2% | $96,683-5.5% | $139,434-34.5% |
| Participation rate | 29.4% | 77.8%-48.4pp | 74.3%-44.9pp | 80.3%-50.9pp |
| Annual return | 16.45% | 38.43%-22.0pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $525 | $4,103-87.2% | $3,737-85.9% | $4,751-88.9% |
| Participant deferral / active EE | $4,035 | $5,454-26.0% | $4,878-17.3% | $6,710-39.9% |
| Admin fee / account holder | $3,894 | $7,877-50.6% | $6,730-42.1% | $11,403-65.8% |