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 8-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 | $110,391 | $175,202-37.0% | $149,673-26.2% | $139,434-20.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 12.13% | 166.71%-154.6pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $950 | $5,474-82.7% | $4,818-80.3% | $4,751-80.0% |
| Participant deferral / active EE | $2,088 | $6,519-68.0% | $5,680-63.2% | $6,710-68.9% |
| Admin fee / account holder | $1,607 | $16,150-90.1% | $13,210-87.8% | $11,403-85.9% |