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 | $131,274 | $80,968+62.1% | $96,544+36.0% | $75,163+74.7% |
| Participation rate | 48.0% | 71.8%-23.8pp | 76.0%-28.0pp | 67.2%-19.2pp |
| Annual return | 11342.98% | 27.06%+11315.9pp | 25.84%+11317.1pp | 160.62%+11182.4pp |
| Employer contribution / active EE | $255 | $2,282-88.8% | $2,965-91.4% | $2,670-90.4% |
| Participant deferral / active EE | $2,598 | $3,928-33.9% | $4,851-46.4% | $4,125-37.0% |
| Admin fee / account holder | $4,167 | $6,724-38.0% | $8,252-49.5% | $5,651-26.3% |