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 | $187,911 | $166,020+13.2% | $164,866+14.0% | $145,959+28.7% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 17.33% | 100.08%-82.7pp | 69.97%-52.6pp | 561.95%-544.6pp |
| Employer contribution / active EE | $714 | $5,275-86.5% | $4,343-83.6% | $4,661-84.7% |
| Participant deferral / active EE | $2,321 | $6,961-66.7% | $6,033-61.5% | $6,689-65.3% |
| Admin fee / account holder | $4,439 | $16,644-73.3% | $12,689-65.0% | $13,398-66.9% |