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 | $39,313 | $104,974-62.5% | $95,585-58.9% | $142,382-72.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 24.13% | 210.33%-186.2pp | 38.56%-14.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $167 | $2,779-94.0% | $2,527-93.4% | $4,299-96.1% |
| Participant deferral / active EE | $3,178 | $4,352-27.0% | $4,023-21.0% | $6,507-51.2% |
| Admin fee / account holder | $402 | $6,386-93.7% | $6,127-93.4% | $12,624-96.8% |