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 8-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 | $86,374 | $74,888+15.3% | $71,209+21.3% | $142,382-39.3% |
| Participation rate | 13.3% | 76.2%-62.9pp | 73.8%-60.4pp | 80.1%-66.8pp |
| Annual return | 19.22% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $250 | $2,854-91.3% | $2,721-90.8% | $4,299-94.2% |
| Participant deferral / active EE | $1,286 | $4,454-71.1% | $4,175-69.2% | $6,507-80.2% |
| Admin fee / account holder | $2,013 | $5,568-63.8% | $5,349-62.4% | $12,624-84.1% |