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 | $98,746 | $117,983-16.3% | $101,794-3.0% | $142,382-30.6% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.2%-58.1pp | 80.1%-69.0pp |
| Annual return | 13.39% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $184 | $2,773-93.4% | $2,289-92.0% | $4,299-95.7% |
| Participant deferral / active EE | $1,908 | $4,714-59.5% | $4,084-53.3% | $6,507-70.7% |
| Admin fee / account holder | $1,044 | $10,433-90.0% | $8,777-88.1% | $12,624-91.7% |