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 | $111,743 | $201,272-44.5% | $184,203-39.3% | $145,922-23.4% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 24.41% | 29.00%-4.6pp | 28.81%-4.4pp | 561.29%-536.9pp |
| Employer contribution / active EE | $46 | $7,022-99.4% | $6,427-99.3% | $4,660-99.0% |
| Participant deferral / active EE | $5,832 | $9,806-40.5% | $9,131-36.1% | $6,688-12.8% |
| Admin fee / account holder | $7,439 | $16,364-54.5% | $13,901-46.5% | $13,397-44.5% |