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 | $110,914 | $117,841-5.9% | $102,423+8.3% | $145,922-24.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.68% | 31.65%-15.0pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $337 | $3,615-90.7% | $3,023-88.8% | $4,660-92.8% |
| Participant deferral / active EE | $2,232 | $5,731-61.1% | $5,053-55.8% | $6,688-66.6% |
| Admin fee / account holder | $422 | $13,326-96.8% | $9,451-95.5% | $13,397-96.9% |