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 4-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 | $69,020 | $154,117-55.2% | $129,995-46.9% | $139,434-50.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 22.22% | 32.48%-10.3pp | -137.18%+159.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,024 | $5,289-80.6% | $4,320-76.3% | $4,751-78.4% |
| Participant deferral / active EE | $11,250 | $6,710+67.7% | $5,820+93.3% | $6,710+67.7% |
| Admin fee / account holder | $460 | $14,007-96.7% | $10,614-95.7% | $11,403-96.0% |