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 | $93,605 | $74,888+25.0% | $71,209+31.5% | $142,382-34.3% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.1%-72.4pp |
| Annual return | 19.75% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $166 | $2,854-94.2% | $2,721-93.9% | $4,299-96.1% |
| Participant deferral / active EE | $693 | $4,454-84.4% | $4,175-83.4% | $6,507-89.3% |
| Admin fee / account holder | $433 | $5,568-92.2% | $5,349-91.9% | $12,624-96.6% |