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 | $22,292 | $183,519-87.9% | $155,509-85.7% | $145,922-84.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 19.47% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $869 | $5,313-83.6% | $4,672-81.4% | $4,660-81.3% |
| Participant deferral / active EE | $5,092 | $6,462-21.2% | $5,626-9.5% | $6,688-23.9% |
| Admin fee / account holder | $384 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |