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 | $205,609 | $180,449+13.9% | $154,107+33.4% | $135,375+51.9% |
| Participation rate | 9.1% | 87.4%-78.3pp | 83.0%-73.9pp | 82.6%-73.5pp |
| Annual return | -0.22% | 888.09%-888.3pp | 735.12%-735.3pp | 519.73%-520.0pp |
| Employer contribution / active EE | $239 | $6,035-96.0% | $5,298-95.5% | $4,779-95.0% |
| Participant deferral / active EE | $2,056 | $5,806-64.6% | $5,081-59.5% | $5,609-63.3% |
| Admin fee / account holder | $1,515 | $16,143-90.6% | $13,411-88.7% | $10,827-86.0% |