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 | $32,135 | $189,613-83.1% | $167,512-80.8% | $142,382-77.4% |
| Participation rate | 8.3% | 80.1%-71.8pp | 77.1%-68.7pp | 80.1%-71.8pp |
| Annual return | 22.85% | 2024.68%-2001.8pp | 1615.79%-1592.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $455 | $4,349-89.5% | $3,882-88.3% | $4,299-89.4% |
| Participant deferral / active EE | $1,579 | $6,981-77.4% | $6,405-75.3% | $6,507-75.7% |
| Admin fee / account holder | $2,508 | $10,528-76.2% | $9,769-74.3% | $12,624-80.1% |