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 | $78,328 | $217,402-64.0% | $185,823-57.8% | $167,490-53.2% |
| Participation rate | 53.8% | 86.0%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 15.22% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $994 | $5,873-83.1% | $5,167-80.8% | $4,837-79.4% |
| Participant deferral / active EE | $3,594 | $6,356-43.5% | $5,568-35.5% | $6,341-43.3% |
| Admin fee / account holder | $1,489 | $19,811-92.5% | $16,237-90.8% | $12,309-87.9% |