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 | $85,498 | $183,519-53.4% | $155,509-45.0% | $145,922-41.4% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 24.21% | 61.17%-37.0pp | 64.67%-40.5pp | 561.29%-537.1pp |
| Employer contribution / active EE | $407 | $5,313-92.3% | $4,672-91.3% | $4,660-91.3% |
| Participant deferral / active EE | $2,773 | $6,462-57.1% | $5,626-50.7% | $6,688-58.5% |
| Admin fee / account holder | $994 | $19,313-94.9% | $15,912-93.8% | $13,397-92.6% |