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 | $165,984+13.2% | $164,813+14.0% | $145,922+28.8% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 17.33% | 100.03%-82.7pp | 69.93%-52.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $714 | $5,273-86.5% | $4,341-83.5% | $4,660-84.7% |
| Participant deferral / active EE | $2,321 | $6,959-66.6% | $6,031-61.5% | $6,688-65.3% |
| Admin fee / account holder | $4,439 | $16,648-73.3% | $12,690-65.0% | $13,397-66.9% |