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 | $129,018 | $157,256-18.0% | $141,162-8.6% | $152,861-15.6% |
| Participation rate | 47.4% | 84.8%-37.5pp | 82.5%-35.1pp | 82.4%-35.1pp |
| Annual return | 20.31% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,157 | $7,109-27.5% | $6,709-23.1% | $5,850-11.8% |
| Admin fee / account holder | $23,284 | $12,120+92.1% | $10,261+126.9% | $11,596+100.8% |