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 | $123,976 | $80,968+53.1% | $96,544+28.4% | $75,163+64.9% |
| Participation rate | 28.3% | 71.8%-43.5pp | 76.0%-47.7pp | 67.2%-38.9pp |
| Annual return | 13.56% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $573 | $2,282-74.9% | $2,965-80.7% | $2,670-78.5% |
| Participant deferral / active EE | $1,942 | $3,928-50.6% | $4,851-60.0% | $4,125-52.9% |
| Admin fee / account holder | $11,291 | $6,724+67.9% | $8,252+36.8% | $5,651+99.8% |