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 6-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 | $132,881 | $183,519-27.6% | $155,509-14.6% | $145,922-8.9% |
| Participation rate | 23.5% | 82.7%-59.1pp | 78.2%-54.7pp | 80.3%-56.7pp |
| Annual return | 10.34% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $172 | $5,313-96.8% | $4,672-96.3% | $4,660-96.3% |
| Participant deferral / active EE | $5,322 | $6,462-17.6% | $5,626-5.4% | $6,688-20.4% |
| Admin fee / account holder | $1,420 | $19,313-92.6% | $15,912-91.1% | $13,397-89.4% |