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 | $195,752 | $114,381+71.1% | $107,525+82.1% | $142,382+37.5% |
| Participation rate | 15.8% | 78.1%-62.3pp | 75.1%-59.3pp | 80.1%-64.3pp |
| Annual return | 20.15% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $802 | $4,015-80.0% | $3,754-78.6% | $4,299-81.4% |
| Participant deferral / active EE | $3,066 | $5,564-44.9% | $5,116-40.1% | $6,507-52.9% |
| Admin fee / account holder | $1,531 | $9,860-84.5% | $8,919-82.8% | $12,624-87.9% |