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 5-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 | $37,140 | $165,984-77.6% | $164,813-77.5% | $145,922-74.5% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.6%-35.1pp | 80.3%-36.8pp |
| Annual return | 19.48% | 100.03%-80.6pp | 69.93%-50.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,106 | $5,273-79.0% | $4,341-74.5% | $4,660-76.3% |
| Participant deferral / active EE | $2,219 | $6,959-68.1% | $6,031-63.2% | $6,688-66.8% |
| Admin fee / account holder | $1,622 | $16,648-90.3% | $12,690-87.2% | $13,397-87.9% |