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 | $165,122 | $177,572-7.0% | $154,803+6.7% | $142,382+16.0% |
| Participation rate | 8.3% | 82.1%-73.7pp | 78.1%-69.7pp | 80.1%-71.8pp |
| Annual return | 15.24% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $267 | $4,810-94.5% | $4,305-93.8% | $4,299-93.8% |
| Participant deferral / active EE | $2,000 | $6,272-68.1% | $5,540-63.9% | $6,507-69.3% |
| Admin fee / account holder | $790 | $16,786-95.3% | $14,329-94.5% | $12,624-93.7% |