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 | $188,825 | $157,256+20.1% | $141,162+33.8% | $152,861+23.5% |
| Participation rate | 15.4% | 84.8%-69.4pp | 82.5%-67.1pp | 82.4%-67.1pp |
| Annual return | 22.35% | 64.32%-42.0pp | 71.39%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $646 | $5,261-87.7% | $4,735-86.4% | $4,762-86.4% |
| Participant deferral / active EE | $2,923 | $7,109-58.9% | $6,709-56.4% | $5,850-50.0% |
| Admin fee / account holder | $1,713 | $12,120-85.9% | $10,261-83.3% | $11,596-85.2% |