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 | $121,143 | $185,822-34.8% | $169,993-28.7% | $139,434-13.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 16.30% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $675 | $7,590-91.1% | $6,785-90.1% | $4,751-85.8% |
| Participant deferral / active EE | $5,616 | $11,622-51.7% | $10,408-46.0% | $6,710-16.3% |
| Admin fee / account holder | $40,136 | $15,381+161.0% | $12,815+213.2% | $11,403+252.0% |