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 3-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 | $44,775 | $175,202-74.4% | $149,673-70.1% | $139,434-67.9% |
| Participation rate | 18.2% | 83.4%-65.2pp | 78.8%-60.6pp | 80.3%-62.1pp |
| Annual return | 16.60% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $173 | $5,474-96.8% | $4,818-96.4% | $4,751-96.4% |
| Participant deferral / active EE | $3,072 | $6,519-52.9% | $5,680-45.9% | $6,710-54.2% |
| Admin fee / account holder | $4,796 | $16,150-70.3% | $13,210-63.7% | $11,403-57.9% |