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 4-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 | $128,614 | $74,888+71.7% | $71,209+80.6% | $142,382-9.7% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.1%-67.6pp |
| Annual return | 21.89% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $270 | $2,854-90.5% | $2,721-90.1% | $4,299-93.7% |
| Participant deferral / active EE | $2,875 | $4,454-35.5% | $4,175-31.1% | $6,507-55.8% |
| Admin fee / account holder | $1,601 | $5,568-71.2% | $5,349-70.1% | $12,624-87.3% |