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 | $116,710 | $118,849-1.8% | $96,562+20.9% | $167,490-30.3% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.2pp | 82.1%-53.5pp |
| Annual return | 15.08% | 50.49%-35.4pp | 37.78%-22.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $288 | $3,120-90.8% | $2,356-87.8% | $4,837-94.0% |
| Participant deferral / active EE | $2,404 | $4,616-47.9% | $3,849-37.5% | $6,341-62.1% |
| Admin fee / account holder | $2,670 | $8,065-66.9% | $6,181-56.8% | $12,309-78.3% |