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 4-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 | $47,444 | $210,648-77.5% | $177,989-73.3% | $145,922-67.5% |
| Participation rate | 13.0% | 80.8%-67.7pp | 77.1%-64.0pp | 80.3%-67.2pp |
| Annual return | 10.26% | 385.86%-375.6pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $419 | $4,565-90.8% | $3,949-89.4% | $4,660-91.0% |
| Participant deferral / active EE | $1,573 | $6,958-77.4% | $6,276-74.9% | $6,688-76.5% |
| Admin fee / account holder | $310 | $12,013-97.4% | $10,363-97.0% | $13,397-97.7% |