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 3-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 | $40,678 | $183,519-77.8% | $155,509-73.8% | $145,922-72.1% |
| Participation rate | 36.8% | 82.7%-45.8pp | 78.2%-41.3pp | 80.3%-43.4pp |
| Annual return | 39.65% | 61.17%-21.5pp | 64.67%-25.0pp | 561.29%-521.6pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,817 | $6,462-40.9% | $5,626-32.2% | $6,688-42.9% |
| Admin fee / account holder | $4,115 | $19,313-78.7% | $15,912-74.1% | $13,397-69.3% |