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 | $86,571 | $74,888+15.6% | $71,209+21.6% | $142,382-39.2% |
| Participation rate | 21.7% | 76.2%-54.5pp | 73.8%-52.0pp | 80.1%-58.4pp |
| Annual return | 14.01% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,909 | $4,454-34.7% | $4,175-30.3% | $6,507-55.3% |
| Admin fee / account holder | $679 | $5,568-87.8% | $5,349-87.3% | $12,624-94.6% |