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 | $45,879 | $154,117-70.2% | $129,995-64.7% | $139,434-67.1% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.5%-23.5pp | 80.3%-25.3pp |
| Annual return | 20.56% | 32.48%-11.9pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,030 | $5,289-80.5% | $4,320-76.1% | $4,751-78.3% |
| Participant deferral / active EE | $3,069 | $6,710-54.3% | $5,820-47.3% | $6,710-54.3% |
| Admin fee / account holder | $11,320 | $14,007-19.2% | $10,614+6.6% | $11,403-0.7% |