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 | $115,846 | $201,272-42.4% | $184,203-37.1% | $145,922-20.6% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 26.30% | 29.00%-2.7pp | 28.81%-2.5pp | 561.29%-535.0pp |
| Employer contribution / active EE | $787 | $7,022-88.8% | $6,427-87.8% | $4,660-83.1% |
| Participant deferral / active EE | $6,629 | $9,806-32.4% | $9,131-27.4% | $6,688-0.9% |
| Admin fee / account holder | $890 | $16,364-94.6% | $13,901-93.6% | $13,397-93.4% |