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 | $32,085 | $185,200-82.7% | $142,863-77.5% | $167,490-80.8% |
| Participation rate | 58.3% | 78.4%-20.1pp | 71.9%-13.6pp | 82.1%-23.8pp |
| Annual return | 17.32% | 8555.70%-8538.4pp | 5637.54%-5620.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,223 | $4,494-28.3% | $3,837-16.0% | $6,341-49.2% |
| Admin fee / account holder | $496 | $8,031-93.8% | $6,560-92.4% | $12,309-96.0% |