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 3-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 | $19,299 | $57,281-66.3% | $86,612-77.7% | $75,163-74.3% |
| Participation rate | 27.9% | 63.2%-35.3pp | 71.7%-43.8pp | 67.2%-39.3pp |
| Annual return | 23.93% | 2670.75%-2646.8pp | 591.07%-567.1pp | 160.62%-136.7pp |
| Employer contribution / active EE | $277 | $2,314-88.0% | $3,022-90.8% | $2,670-89.6% |
| Participant deferral / active EE | $910 | $3,318-72.6% | $4,438-79.5% | $4,125-77.9% |
| Admin fee / account holder | $8,017 | $4,112+95.0% | $5,614+42.8% | $5,651+41.9% |