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 | $165,555 | $177,572-6.8% | $154,803+6.9% | $142,382+16.3% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | 47.17% | 65.07%-17.9pp | 58.88%-11.7pp | 217.08%-169.9pp |
| Employer contribution / active EE | $532 | $4,810-88.9% | $4,305-87.6% | $4,299-87.6% |
| Participant deferral / active EE | $2,675 | $6,272-57.3% | $5,540-51.7% | $6,507-58.9% |
| Admin fee / account holder | $3,366 | $16,786-79.9% | $14,329-76.5% | $12,624-73.3% |