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 | $61,852 | $185,822-66.7% | $169,993-63.6% | $139,434-55.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.05% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,422 | $7,590-81.3% | $6,785-79.0% | $4,751-70.1% |
| Participant deferral / active EE | $9,869 | $11,622-15.1% | $10,408-5.2% | $6,710+47.1% |
| Admin fee / account holder | $3,144 | $15,381-79.6% | $12,815-75.5% | $11,403-72.4% |