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 9-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 | $83,298 | $63,346+31.5% | $92,233-9.7% | $70,131+18.8% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 13.83% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $447 | $2,471-81.9% | $3,679-87.9% | $2,342-80.9% |
| Participant deferral / active EE | $3,008 | $2,854+5.4% | $3,897-22.8% | $3,332-9.7% |
| Admin fee / account holder | $5,683 | $3,840+48.0% | $5,194+9.4% | $4,645+22.3% |