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 | $77,889 | $148,534-47.6% | $135,903-42.7% | $139,434-44.1% |
| Participation rate | 52.6% | 83.9%-31.2pp | 81.9%-29.3pp | 80.3%-27.7pp |
| Annual return | 15.41% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $763 | $5,243-85.5% | $4,856-84.3% | $4,751-83.9% |
| Participant deferral / active EE | $2,696 | $8,100-66.7% | $7,758-65.2% | $6,710-59.8% |
| Admin fee / account holder | $1,290 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |