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 | $200,900 | $202,432-0.8% | $169,368+18.6% | $139,434+44.1% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.1%-34.3pp | 80.3%-37.5pp |
| Annual return | 13.28% | 531.74%-518.5pp | 405.60%-392.3pp | 372.94%-359.7pp |
| Employer contribution / active EE | $114 | $4,692-97.6% | $4,013-97.2% | $4,751-97.6% |
| Participant deferral / active EE | $1,686 | $6,938-75.7% | $6,221-72.9% | $6,710-74.9% |
| Admin fee / account holder | $10,000 | $10,708-6.6% | $9,003+11.1% | $11,403-12.3% |