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 3-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 | $51,172 | $114,381-55.3% | $107,525-52.4% | $142,382-64.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 29.16% | 242.71%-213.5pp | 181.32%-152.2pp | 217.08%-187.9pp |
| Employer contribution / active EE | $766 | $4,015-80.9% | $3,754-79.6% | $4,299-82.2% |
| Participant deferral / active EE | $2,240 | $5,564-59.8% | $5,116-56.2% | $6,507-65.6% |
| Admin fee / account holder | $400 | $9,860-95.9% | $8,919-95.5% | $12,624-96.8% |