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 | $193,827 | $126,519+53.2% | $106,201+82.5% | $145,959+32.8% |
| Participation rate | 65.0% | 77.7%-12.7pp | 75.3%-10.3pp | 80.3%-15.3pp |
| Annual return | 8.33% | 225.10%-216.8pp | 116.26%-107.9pp | 561.95%-553.6pp |
| Employer contribution / active EE | $198 | $3,726-94.7% | $3,170-93.8% | $4,661-95.8% |
| Participant deferral / active EE | $4,358 | $5,716-23.8% | $5,012-13.1% | $6,689-34.8% |
| Admin fee / account holder | $49,698 | $17,312+187.1% | $11,039+350.2% | $13,398+270.9% |