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 7-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 | $26,175 | $157,256-83.4% | $141,162-81.5% | $152,861-82.9% |
| Participation rate | 9.1% | 84.8%-75.7pp | 82.5%-73.4pp | 82.4%-73.4pp |
| Annual return | 28.93% | 64.32%-35.4pp | 71.39%-42.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $781 | $5,261-85.2% | $4,735-83.5% | $4,762-83.6% |
| Participant deferral / active EE | $3,636 | $7,109-48.9% | $6,709-45.8% | $5,850-37.9% |
| Admin fee / account holder | $44,928 | $12,120+270.7% | $10,261+337.8% | $11,596+287.4% |