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 | $63,782 | $101,618-37.2% | $93,063-31.5% | $137,256-53.5% |
| Participation rate | 9.5% | 74.9%-65.4pp | 72.1%-62.6pp | 80.0%-70.4pp |
| Annual return | 21.35% | 223.95%-202.6pp | 34.15%-12.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,180 | $4,279-72.4% | $3,958-70.2% | $6,407-81.6% |
| Admin fee / account holder | $385 | $6,198-93.8% | $6,033-93.6% | $12,270-96.9% |