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 | $180,329 | $177,572+1.6% | $154,803+16.5% | $142,382+26.7% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 12.72% | 65.07%-52.3pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $270 | $4,810-94.4% | $4,305-93.7% | $4,299-93.7% |
| Participant deferral / active EE | $5,002 | $6,272-20.2% | $5,540-9.7% | $6,507-23.1% |
| Admin fee / account holder | $60,060 | $16,786+257.8% | $14,329+319.1% | $12,624+375.8% |