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.
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 | $85,018 | $47,848+77.7% | $81,478+4.3% | $70,131+21.2% |
| Participation rate | 45.5% | 58.3%-12.8pp | 68.0%-22.5pp | 69.5%-24.1pp |
| Annual return | 164.10% | 27.25%+136.9pp | 38.78%+125.3pp | 73.14%+91.0pp |
| Employer contribution / active EE | $65 | $1,527-95.8% | $2,568-97.5% | $2,342-97.2% |
| Participant deferral / active EE | $6,983 | $2,453+184.7% | $3,537+97.5% | $3,332+109.6% |
| Admin fee / account holder | $6,923 | $3,145+120.1% | $4,561+51.8% | $4,645+49.0% |