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 | $188,153 | $183,519+2.5% | $155,509+21.0% | $145,922+28.9% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 9.05% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $650 | $5,313-87.8% | $4,672-86.1% | $4,660-86.1% |
| Participant deferral / active EE | $8,667 | $6,462+34.1% | $5,626+54.0% | $6,688+29.6% |
| Admin fee / account holder | $2,876 | $19,313-85.1% | $15,912-81.9% | $13,397-78.5% |