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 | $83,840 | $179,726-53.4% | $156,263-46.3% | $142,382-41.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 21.74% | 77.86%-56.1pp | 59.47%-37.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $434 | $5,069-91.4% | $4,333-90.0% | $4,299-89.9% |
| Participant deferral / active EE | $5,812 | $6,956-16.4% | $6,158-5.6% | $6,507-10.7% |
| Admin fee / account holder | $464 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |