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 | $184,456 | $209,832-12.1% | $189,513-2.7% | $167,490+10.1% |
| Participation rate | 38.9% | 88.7%-49.8pp | 87.8%-48.9pp | 82.1%-43.2pp |
| Annual return | 14.17% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $631 | $6,914-90.9% | $6,162-89.8% | $4,837-87.0% |
| Participant deferral / active EE | $4,897 | $8,935-45.2% | $8,221-40.4% | $6,341-22.8% |
| Admin fee / account holder | $12,263 | $14,293-14.2% | $12,045+1.8% | $12,309-0.4% |