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 8-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 | $109,252 | $102,317+6.8% | $146,958-25.7% | $80,856+35.1% |
| Participation rate | 38.9% | 75.8%-36.9pp | 82.2%-43.3pp | 67.6%-28.7pp |
| Annual return | 18.77% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $849 | $3,713-77.1% | $4,933-82.8% | $2,755-69.2% |
| Participant deferral / active EE | $4,460 | $6,644-32.9% | $8,070-44.7% | $4,296+3.8% |
| Admin fee / account holder | $12,901 | $7,941+62.5% | $12,998-0.7% | $6,918+86.5% |