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 4-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 | $23,063 | $202,432-88.6% | $169,368-86.4% | $139,434-83.5% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 12.48% | 531.74%-519.3pp | 405.60%-393.1pp | 372.94%-360.5pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,078 | $6,938+30.8% | $6,221+45.9% | $6,710+35.3% |
| Admin fee / account holder | $15,584 | $10,708+45.5% | $9,003+73.1% | $11,403+36.7% |