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 | $111,651 | $74,927+49.0% | $101,794+9.7% | $84,808+31.7% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.2%-15.6pp | 68.3%-14.7pp |
| Annual return | 148.50% | 18.70%+129.8pp | 30.53%+118.0pp | 40.90%+107.6pp |
| Employer contribution / active EE | $260 | $1,522-82.9% | $2,289-88.6% | $2,631-90.1% |
| Participant deferral / active EE | $2,768 | $3,099-10.7% | $4,084-32.2% | $4,212-34.3% |
| Admin fee / account holder | $22,923 | $6,514+251.9% | $8,777+161.2% | $7,344+212.1% |