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 7-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 | $104,386 | $102,317+2.0% | $146,958-29.0% | $80,856+29.1% |
| Participation rate | 54.9% | 75.8%-20.9pp | 82.2%-27.3pp | 67.6%-12.7pp |
| Annual return | 12.32% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $830 | $3,713-77.6% | $4,933-83.2% | $2,755-69.9% |
| Participant deferral / active EE | $4,796 | $6,644-27.8% | $8,070-40.6% | $4,296+11.6% |
| Admin fee / account holder | $7,879 | $7,941-0.8% | $12,998-39.4% | $6,918+13.9% |