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 | $38,759 | $175,202-77.9% | $149,673-74.1% | $139,434-72.2% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 23.62% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $932 | $5,474-83.0% | $4,818-80.6% | $4,751-80.4% |
| Participant deferral / active EE | $5,945 | $6,519-8.8% | $5,680+4.7% | $6,710-11.4% |
| Admin fee / account holder | $320 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |