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 4-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.
Participant 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 | $95,244 | $89,753+6.1% | $107,525-11.4% | $84,808+12.3% |
| Participation rate | 68.6% | 68.1%+0.6pp | 75.1%-6.4pp | 68.3%+0.3pp |
| Annual return | 15.17% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $15,152 | $3,113+386.7% | $3,754+303.7% | $2,631+475.9% |
| Participant deferral / active EE | $378 | $4,056-90.7% | $5,116-92.6% | $4,212-91.0% |
| Admin fee / account holder | $13,351 | $7,222+84.9% | $8,919+49.7% | $7,344+81.8% |