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 6-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 | $162,859 | $167,484-2.8% | $151,611+7.4% | $134,475+21.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.61% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,249 | $6,829-81.7% | $6,166-79.7% | $4,740-73.6% |
| Participant deferral / active EE | $13,467 | $8,986+49.9% | $8,363+61.0% | $6,400+110.4% |
| Admin fee / account holder | $23,760 | $13,783+72.4% | $11,616+104.5% | $11,426+107.9% |