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 | $114,445 | $183,519-37.6% | $155,509-26.4% | $145,922-21.6% |
| Participation rate | 17.6% | 82.7%-65.0pp | 78.2%-60.5pp | 80.3%-62.6pp |
| Annual return | 11.56% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $398 | $5,313-92.5% | $4,672-91.5% | $4,660-91.5% |
| Participant deferral / active EE | $2,827 | $6,462-56.3% | $5,626-49.8% | $6,688-57.7% |
| Admin fee / account holder | $741 | $19,313-96.2% | $15,912-95.3% | $13,397-94.5% |