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 | $102,671 | $165,984-38.1% | $164,813-37.7% | $145,922-29.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.14% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,040 | $5,273-80.3% | $4,341-76.0% | $4,660-77.7% |
| Participant deferral / active EE | $11,250 | $6,959+61.7% | $6,031+86.5% | $6,688+68.2% |
| Admin fee / account holder | $936 | $16,648-94.4% | $12,690-92.6% | $13,397-93.0% |