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 | $43,987 | $156,846-72.0% | $121,098-63.7% | $139,434-68.5% |
| Participation rate | 63.6% | 76.4%-12.8pp | 69.5%-5.8pp | 80.3%-16.7pp |
| Annual return | 18.11% | 1474.56%-1456.4pp | 985.75%-967.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,099 | $4,844-36.0% | $4,080-24.0% | $6,710-53.8% |
| Admin fee / account holder | $844 | $6,946-87.9% | $5,644-85.0% | $11,403-92.6% |