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 | $101,367 | $81,625+24.2% | $167,512-39.5% | $74,304+36.4% |
| Participation rate | 46.4% | 60.0%-13.7pp | 77.1%-30.7pp | 60.3%-14.0pp |
| Annual return | 14.54% | 26.09%-11.6pp | 1615.79%-1601.3pp | 29.43%-14.9pp |
| Employer contribution / active EE | $231 | $2,010-88.5% | $3,882-94.0% | $2,241-89.7% |
| Participant deferral / active EE | $2,673 | $4,115-35.0% | $6,405-58.3% | $3,767-29.0% |
| Admin fee / account holder | $12,023 | $3,474+246.1% | $9,769+23.1% | $2,969+305.0% |