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 | $108,764 | $65,561+65.9% | $86,188+26.2% | $75,163+44.7% |
| Participation rate | 42.1% | 60.5%-18.4pp | 69.0%-26.9pp | 67.2%-25.1pp |
| Annual return | 14.25% | 46.05%-31.8pp | 1168.45%-1154.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,762 | $3,024-8.6% | $3,985-30.7% | $4,125-33.0% |
| Admin fee / account holder | $23,372 | $5,474+327.0% | $6,852+241.1% | $5,651+313.6% |