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 | $62,663 | $111,724-43.9% | $93,606-33.1% | $145,922-57.1% |
| Participation rate | 13.0% | 74.2%-61.2pp | 68.7%-55.7pp | 80.3%-67.2pp |
| Annual return | 11.77% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $321 | $3,090-89.6% | $2,420-86.7% | $4,660-93.1% |
| Participant deferral / active EE | $2,000 | $4,912-59.3% | $4,411-54.7% | $6,688-70.1% |
| Admin fee / account holder | $720 | $10,250-93.0% | $8,285-91.3% | $13,397-94.6% |