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 | $56,744 | $80,753-29.7% | $136,294-58.4% | $62,292-8.9% |
| Participation rate | 45.2% | 73.5%-28.3pp | 81.9%-36.7pp | 69.5%-24.3pp |
| Annual return | 24.68% | 35.83%-11.2pp | 5155.94%-5131.3pp | 28.90%-4.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,072 | $5,164-1.8% | $6,247-18.8% | $3,169+60.1% |
| Admin fee / account holder | $380 | $525-27.8% | $9,243-95.9% | $479-20.8% |