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 3-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 | $163,938 | $183,519-10.7% | $155,509+5.4% | $145,922+12.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 15.93% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.4pp |
| Employer contribution / active EE | $683 | $5,313-87.1% | $4,672-85.4% | $4,660-85.3% |
| Participant deferral / active EE | $4,287 | $6,462-33.7% | $5,626-23.8% | $6,688-35.9% |
| Admin fee / account holder | $652 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |