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 5-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 | $76,622 | $210,648-63.6% | $177,989-57.0% | $145,922-47.5% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 10.61% | 385.86%-375.2pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $297 | $4,565-93.5% | $3,949-92.5% | $4,660-93.6% |
| Participant deferral / active EE | $3,772 | $6,958-45.8% | $6,276-39.9% | $6,688-43.6% |
| Admin fee / account holder | $2,190 | $12,013-81.8% | $10,363-78.9% | $13,397-83.7% |