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 9-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 | $88,301 | $152,587-42.1% | $125,175-29.5% | $152,861-42.2% |
| Participation rate | 69.6% | 83.3%-13.8pp | 79.8%-10.2pp | 82.4%-12.9pp |
| Annual return | 16.02% | 54.84%-38.8pp | 43.79%-27.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $645 | $4,946-87.0% | $3,865-83.3% | $4,762-86.5% |
| Participant deferral / active EE | $4,708 | $5,868-19.8% | $4,937-4.6% | $5,850-19.5% |
| Admin fee / account holder | $405 | $13,434-97.0% | $9,702-95.8% | $11,596-96.5% |