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 | $220,362 | $114,381+92.7% | $107,525+104.9% | $142,382+54.8% |
| Participation rate | 36.8% | 78.1%-41.3pp | 75.1%-38.2pp | 80.1%-43.3pp |
| Annual return | 15.13% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $738 | $4,015-81.6% | $3,754-80.3% | $4,299-82.8% |
| Participant deferral / active EE | $1,543 | $5,564-72.3% | $5,116-69.8% | $6,507-76.3% |
| Admin fee / account holder | $6,199 | $9,860-37.1% | $8,919-30.5% | $12,624-50.9% |