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 | $44,986 | $228,332-80.3% | $185,823-75.8% | $158,922-71.7% |
| Participation rate | 8.3% | 82.3%-74.0pp | 78.0%-69.7pp | 82.0%-73.6pp |
| Annual return | 30.69% | 40.80%-10.1pp | 35.95%-5.3pp | 302.83%-272.1pp |
| Employer contribution / active EE | $340 | $4,967-93.2% | $4,087-91.7% | $4,761-92.9% |
| Participant deferral / active EE | $1,275 | $6,415-80.1% | $5,632-77.4% | $5,982-78.7% |
| Admin fee / account holder | $434 | $11,864-96.3% | $9,500-95.4% | $11,246-96.1% |