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 | $119,681 | $183,519-34.8% | $155,509-23.0% | $145,922-18.0% |
| Participation rate | 8.3% | 82.7%-74.3pp | 78.2%-69.9pp | 80.3%-71.9pp |
| Annual return | 10.70% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $400 | $5,313-92.5% | $4,672-91.4% | $4,660-91.4% |
| Participant deferral / active EE | $2,542 | $6,462-60.7% | $5,626-54.8% | $6,688-62.0% |
| Admin fee / account holder | $553 | $19,313-97.1% | $15,912-96.5% | $13,397-95.9% |