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 6-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 | $43,393 | $175,202-75.2% | $149,673-71.0% | $139,434-68.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 25.76% | 166.71%-141.0pp | 134.42%-108.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $128 | $5,474-97.7% | $4,818-97.3% | $4,751-97.3% |
| Participant deferral / active EE | $10,143 | $6,519+55.6% | $5,680+78.6% | $6,710+51.2% |
| Admin fee / account holder | $365 | $16,150-97.7% | $13,210-97.2% | $11,403-96.8% |