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 3-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 | $157,340 | $165,984-5.2% | $164,813-4.5% | $145,922+7.8% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.6%-36.9pp | 80.3%-38.6pp |
| Annual return | 9.80% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $890 | $5,273-83.1% | $4,341-79.5% | $4,660-80.9% |
| Participant deferral / active EE | $3,412 | $6,959-51.0% | $6,031-43.4% | $6,688-49.0% |
| Admin fee / account holder | $25,006 | $16,648+50.2% | $12,690+97.1% | $13,397+86.7% |