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 4-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 | $80,231 | $74,888+7.1% | $71,209+12.7% | $142,382-43.7% |
| Participation rate | 8.3% | 76.2%-67.9pp | 73.8%-65.4pp | 80.1%-71.8pp |
| Annual return | 14.87% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $308 | $2,854-89.2% | $2,721-88.7% | $4,299-92.8% |
| Participant deferral / active EE | $605 | $4,454-86.4% | $4,175-85.5% | $6,507-90.7% |
| Admin fee / account holder | $878 | $5,568-84.2% | $5,349-83.6% | $12,624-93.0% |