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 | $139,762 | $127,065+10.0% | $113,168+23.5% | $142,382-1.8% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 16.19% | 24.03%-7.8pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $674 | $3,442-80.4% | $2,975-77.4% | $4,299-84.3% |
| Participant deferral / active EE | $3,090 | $5,716-46.0% | $5,107-39.5% | $6,507-52.5% |
| Admin fee / account holder | $14,931 | $15,736-5.1% | $12,068+23.7% | $12,624+18.3% |