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 | $148,256 | $104,664+41.6% | $85,682+73.0% | $167,490-11.5% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.9%-44.9pp | 82.1%-57.1pp |
| Annual return | 11.73% | 21.45%-9.7pp | 21.49%-9.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,259 | $4,824-73.9% | $3,923-67.9% | $6,341-80.1% |
| Admin fee / account holder | $24,125 | $10,032+140.5% | $6,873+251.0% | $12,309+96.0% |