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 | $160,392 | $111,754+43.5% | $103,333+55.2% | $145,922+9.9% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 26.87% | 24.77%+2.1pp | 24.88%+2.0pp | 561.29%-534.4pp |
| Employer contribution / active EE | $812 | $4,212-80.7% | $3,868-79.0% | $4,660-82.6% |
| Participant deferral / active EE | $5,083 | $5,619-9.5% | $5,057+0.5% | $6,688-24.0% |
| Admin fee / account holder | $2,082 | $9,750-78.6% | $8,355-75.1% | $13,397-84.5% |