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 6-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 | $33,793 | $159,901-78.9% | $146,958-77.0% | $145,922-76.8% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 11.19% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $850 | $5,286-83.9% | $4,933-82.8% | $4,660-81.8% |
| Participant deferral / active EE | $3,626 | $8,428-57.0% | $8,070-55.1% | $6,688-45.8% |
| Admin fee / account holder | $553 | $15,044-96.3% | $12,998-95.7% | $13,397-95.9% |