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 | $81,589 | $58,927+38.5% | $76,817+6.2% | $72,985+11.8% |
| Participation rate | 23.1% | 67.3%-44.3pp | 72.1%-49.0pp | 69.5%-46.4pp |
| Annual return | 16.00% | 2305.64%-2289.6pp | 1166.11%-1150.1pp | 81.00%-65.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,248 | $2,690-53.6% | $3,336-62.6% | $3,607-65.4% |
| Admin fee / account holder | $804 | $4,013-80.0% | $6,420-87.5% | $5,124-84.3% |