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 | $188,199 | $81,248+131.6% | $155,509+21.0% | $80,856+132.8% |
| Participation rate | 9.8% | 66.2%-56.5pp | 78.2%-68.4pp | 67.6%-57.9pp |
| Annual return | 14.07% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $197 | $3,100-93.6% | $4,672-95.8% | $2,755-92.9% |
| Participant deferral / active EE | $1,543 | $3,452-55.3% | $5,626-72.6% | $4,296-64.1% |
| Admin fee / account holder | $1,098 | $7,997-86.3% | $15,912-93.1% | $6,918-84.1% |