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 | $32,238 | $159,602-79.8% | $150,045-78.5% | $142,382-77.4% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.3%-12.8pp | 80.1%-10.6pp |
| Annual return | 20.51% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $692 | $4,961-86.1% | $4,693-85.3% | $4,299-83.9% |
| Participant deferral / active EE | $7,457 | $8,310-10.3% | $7,997-6.8% | $6,507+14.6% |
| Admin fee / account holder | $985 | $14,846-93.4% | $13,435-92.7% | $12,624-92.2% |