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 7-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 | $152,851 | $127,777+19.6% | $106,548+43.5% | $167,490-8.7% |
| Participation rate | 42.1% | 78.3%-36.2pp | 76.1%-34.0pp | 82.1%-40.0pp |
| Annual return | 12.12% | 33.87%-21.8pp | 26.80%-14.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $260 | $3,427-92.4% | $2,819-90.8% | $4,837-94.6% |
| Participant deferral / active EE | $2,269 | $5,087-55.4% | $4,398-48.4% | $6,341-64.2% |
| Admin fee / account holder | $50,019 | $11,228+345.5% | $7,407+575.3% | $12,309+306.4% |