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 6-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 | $233,821 | $86,929+169.0% | $102,423+128.3% | $80,856+189.2% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%0pp |
| Annual return | 17.92% | 18.88%-1.0pp | 29.32%-11.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $290 | $2,369-87.8% | $3,023-90.4% | $2,755-89.5% |
| Participant deferral / active EE | $5,300 | $4,118+28.7% | $5,053+4.9% | $4,296+23.4% |
| Admin fee / account holder | $18,012 | $8,049+123.8% | $9,451+90.6% | $6,918+160.4% |