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 8-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 | $64,498 | $201,272-68.0% | $184,203-65.0% | $145,922-55.8% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 14.57% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,455 | $7,022-79.3% | $6,427-77.4% | $4,660-68.8% |
| Participant deferral / active EE | $5,910 | $9,806-39.7% | $9,131-35.3% | $6,688-11.6% |
| Admin fee / account holder | $361 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |