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 3-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 | $112,166 | $159,602-29.7% | $150,045-25.2% | $142,382-21.2% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 22.64% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $707 | $4,961-85.8% | $4,693-84.9% | $4,299-83.6% |
| Participant deferral / active EE | $7,644 | $8,310-8.0% | $7,997-4.4% | $6,507+17.5% |
| Admin fee / account holder | $731 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |