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 | $18,380 | $175,202-89.5% | $149,673-87.7% | $139,434-86.8% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 31.97% | 166.71%-134.7pp | 134.42%-102.4pp | 372.94%-341.0pp |
| Employer contribution / active EE | $655 | $5,474-88.0% | $4,818-86.4% | $4,751-86.2% |
| Participant deferral / active EE | $3,016 | $6,519-53.7% | $5,680-46.9% | $6,710-55.0% |
| Admin fee / account holder | $331 | $16,150-98.0% | $13,210-97.5% | $11,403-97.1% |