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 | $117,398 | $155,788-24.6% | $124,672-5.8% | $167,490-29.9% |
| Participation rate | 47.8% | 81.1%-33.3pp | 74.6%-26.8pp | 82.1%-34.3pp |
| Annual return | 14.24% | 17.97%-3.7pp | 5142.93%-5128.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $525 | $4,163-87.4% | $3,324-84.2% | $4,837-89.2% |
| Participant deferral / active EE | $2,883 | $5,673-49.2% | $4,614-37.5% | $6,341-54.5% |
| Admin fee / account holder | $13,572 | $9,531+42.4% | $7,493+81.1% | $12,309+10.3% |