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 8-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 | $110,375 | $183,519-39.9% | $155,509-29.0% | $145,922-24.4% |
| Participation rate | 22.2% | 82.7%-60.4pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 14.47% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $467 | $5,313-91.2% | $4,672-90.0% | $4,660-90.0% |
| Participant deferral / active EE | $3,451 | $6,462-46.6% | $5,626-38.7% | $6,688-48.4% |
| Admin fee / account holder | $448 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |