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 | $183,592-53.4% | $155,567-45.0% | $145,959-41.4% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 24.21% | 61.24%-37.0pp | 64.74%-40.5pp | 561.95%-537.7pp |
| Employer contribution / active EE | $407 | $5,315-92.3% | $4,674-91.3% | $4,661-91.3% |
| Participant deferral / active EE | $2,773 | $6,464-57.1% | $5,628-50.7% | $6,689-58.5% |
| Admin fee / account holder | $994 | $19,318-94.9% | $15,916-93.8% | $13,398-92.6% |