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 | $134,708 | $150,187-10.3% | $120,354+11.9% | $145,922-7.7% |
| Participation rate | 58.3% | 78.8%-20.4pp | 71.9%-13.6pp | 80.3%-21.9pp |
| Annual return | 19.07% | 154.07%-135.0pp | 107.15%-88.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $794 | $4,348-81.7% | $3,463-77.1% | $4,660-83.0% |
| Participant deferral / active EE | $7,070 | $6,173+14.5% | $4,991+41.7% | $6,688+5.7% |
| Admin fee / account holder | $9,265 | $12,207-24.1% | $9,423-1.7% | $13,397-30.8% |