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 9-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 | $66,107 | $45,152+46.4% | $73,843-10.5% | $59,632+10.9% |
| Participation rate | 69.2% | 64.0%+5.2pp | 73.4%-4.2pp | 68.7%+0.6pp |
| Annual return | -1.01% | 27.40%-28.4pp | 2267.84%-2268.9pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,428 | $2,574+33.2% | $3,583-4.3% | $3,192+7.4% |
| Admin fee / account holder | $461 | $3,516-86.9% | $4,880-90.6% | $4,297-89.3% |