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 | $63,944 | $65,561-2.5% | $86,188-25.8% | $75,163-14.9% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.0%-31.2pp | 67.2%-29.5pp |
| Annual return | 25.68% | 46.05%-20.4pp | 1168.45%-1142.8pp | 160.62%-134.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,043 | $3,024-32.4% | $3,985-48.7% | $4,125-50.5% |
| Admin fee / account holder | $3,716 | $5,474-32.1% | $6,852-45.8% | $5,651-34.2% |