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 | $30,262 | $111,754-72.9% | $103,333-70.7% | $145,922-79.3% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 30.50% | 24.77%+5.7pp | 24.88%+5.6pp | 561.29%-530.8pp |
| Employer contribution / active EE | $724 | $4,212-82.8% | $3,868-81.3% | $4,660-84.5% |
| Participant deferral / active EE | $5,683 | $5,619+1.1% | $5,057+12.4% | $6,688-15.0% |
| Admin fee / account holder | $496 | $9,750-94.9% | $8,355-94.1% | $13,397-96.3% |