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 | $238,743 | $175,202+36.3% | $149,673+59.5% | $139,434+71.2% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 16.44% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $930 | $5,474-83.0% | $4,818-80.7% | $4,751-80.4% |
| Participant deferral / active EE | $3,750 | $6,519-42.5% | $5,680-34.0% | $6,710-44.1% |
| Admin fee / account holder | $3,427 | $16,150-78.8% | $13,210-74.1% | $11,403-69.9% |