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 5-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 | $28,103 | $202,432-86.1% | $169,368-83.4% | $139,434-79.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.22% | 531.74%-514.5pp | 405.60%-388.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $207 | $4,692-95.6% | $4,013-94.8% | $4,751-95.6% |
| Participant deferral / active EE | $3,500 | $6,938-49.6% | $6,221-43.7% | $6,710-47.8% |
| Admin fee / account holder | $11,376 | $10,708+6.2% | $9,003+26.4% | $11,403-0.2% |