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 6-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 | $25,014 | $175,202-85.7% | $149,673-83.3% | $139,434-82.1% |
| Participation rate | 52.4% | 83.4%-31.0pp | 78.8%-26.4pp | 80.3%-27.9pp |
| Annual return | 52.77% | 166.71%-113.9pp | 134.42%-81.6pp | 372.94%-320.2pp |
| Employer contribution / active EE | $535 | $5,474-90.2% | $4,818-88.9% | $4,751-88.7% |
| Participant deferral / active EE | $3,907 | $6,519-40.1% | $5,680-31.2% | $6,710-41.8% |
| Admin fee / account holder | $1,309 | $16,150-91.9% | $13,210-90.1% | $11,403-88.5% |