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 8-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 | $216,839 | $127,065+70.7% | $113,168+91.6% | $142,382+52.3% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 21.26% | 24.03%-2.8pp | 24.27%-3.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $693 | $3,442-79.9% | $2,975-76.7% | $4,299-83.9% |
| Participant deferral / active EE | $2,403 | $5,716-58.0% | $5,107-52.9% | $6,507-63.1% |
| Admin fee / account holder | $94,368 | $15,736+499.7% | $12,068+682.0% | $12,624+647.5% |