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 7-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 | $136,822 | $86,286+58.6% | $111,297+22.9% | $85,850+59.4% |
| Participation rate | 67.6% | 73.3%-5.7pp | 77.3%-9.7pp | 69.3%-1.7pp |
| Annual return | 13.18% | 19.99%-6.8pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,963 | $3,641+63.8% | $4,487+32.9% | $3,952+50.9% |
| Admin fee / account holder | $19,188 | $8,188+134.3% | $7,964+140.9% | $6,260+206.5% |