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 | $173,295 | $185,822-6.7% | $169,993+1.9% | $139,434+24.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 33.82% | 60.50%-26.7pp | 53.37%-19.6pp | 372.94%-339.1pp |
| Employer contribution / active EE | $780 | $7,590-89.7% | $6,785-88.5% | $4,751-83.6% |
| Participant deferral / active EE | $5,750 | $11,622-50.5% | $10,408-44.8% | $6,710-14.3% |
| Admin fee / account holder | $2,743 | $15,381-82.2% | $12,815-78.6% | $11,403-75.9% |