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 | $64,881 | $63,346+2.4% | $92,233-29.7% | $70,131-7.5% |
| Participation rate | 41.0% | 68.7%-27.6pp | 76.5%-35.5pp | 69.5%-28.5pp |
| Annual return | 14.97% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $159 | $2,471-93.6% | $3,679-95.7% | $2,342-93.2% |
| Participant deferral / active EE | $1,552 | $2,854-45.6% | $3,897-60.2% | $3,332-53.4% |
| Admin fee / account holder | $21,663 | $3,840+464.1% | $5,194+317.1% | $4,645+366.3% |