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 7-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 | $83,867 | $69,477+20.7% | $94,646-11.4% | $71,457+17.4% |
| Participation rate | 59.4% | 78.4%-19.0pp | 80.8%-21.4pp | 67.9%-8.5pp |
| Annual return | 280.42% | 29.66%+250.8pp | 156.71%+123.7pp | 28.85%+251.6pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,630 | $7,345-23.3% | $7,418-24.1% | $4,289+31.3% |
| Admin fee / account holder | $3,056 | $1,210+152.6% | $7,231-57.7% | $1,587+92.5% |