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 | $22,462 | $175,202-87.2% | $149,673-85.0% | $139,434-83.9% |
| Participation rate | 30.8% | 83.4%-52.6pp | 78.8%-48.0pp | 80.3%-49.5pp |
| Annual return | 34.23% | 166.71%-132.5pp | 134.42%-100.2pp | 372.94%-338.7pp |
| Employer contribution / active EE | $519 | $5,474-90.5% | $4,818-89.2% | $4,751-89.1% |
| Participant deferral / active EE | $3,106 | $6,519-52.3% | $5,680-45.3% | $6,710-53.7% |
| Admin fee / account holder | $358 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |