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 7-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 | $18,802 | $183,519-89.8% | $155,509-87.9% | $145,922-87.1% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 14.87% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $905 | $5,313-83.0% | $4,672-80.6% | $4,660-80.6% |
| Participant deferral / active EE | $2,281 | $6,462-64.7% | $5,626-59.5% | $6,688-65.9% |
| Admin fee / account holder | $2,512 | $19,313-87.0% | $15,912-84.2% | $13,397-81.3% |