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 | $123,334 | $183,519-32.8% | $155,509-20.7% | $145,922-15.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 90.82% | 61.17%+29.7pp | 64.67%+26.1pp | 561.29%-470.5pp |
| Employer contribution / active EE | $1,009 | $5,313-81.0% | $4,672-78.4% | $4,660-78.4% |
| Participant deferral / active EE | $3,607 | $6,462-44.2% | $5,626-35.9% | $6,688-46.1% |
| Admin fee / account holder | $621 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |