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 5-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 | $96,621 | $90,348+6.9% | $75,972+27.2% | $145,922-33.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 13.47% | 620.88%-607.4pp | 359.55%-346.1pp | 561.29%-547.8pp |
| Employer contribution / active EE | $56 | $3,311-98.3% | $2,685-97.9% | $4,660-98.8% |
| Participant deferral / active EE | $6,067 | $5,162+17.5% | $4,255+42.6% | $6,688-9.3% |
| Admin fee / account holder | $6,007 | $8,467-29.0% | $6,467-7.1% | $13,397-55.2% |