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.
Participant 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 | $51,572 | $73,933-30.2% | $96,683-46.7% | $75,163-31.4% |
| Participation rate | 65.2% | 66.4%-1.2pp | 74.3%-9.1pp | 67.2%-2.0pp |
| Annual return | 14.96% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $12,119 | $2,928+313.9% | $3,737+224.3% | $2,670+353.9% |
| Participant deferral / active EE | $136 | $3,659-96.3% | $4,878-97.2% | $4,125-96.7% |
| Admin fee / account holder | $12,612 | $5,216+141.8% | $6,730+87.4% | $5,651+123.2% |