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 | $115,848 | $183,519-36.9% | $155,509-25.5% | $145,922-20.6% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 26.45% | 61.17%-34.7pp | 64.67%-38.2pp | 561.29%-534.8pp |
| Employer contribution / active EE | $605 | $5,313-88.6% | $4,672-87.1% | $4,660-87.0% |
| Participant deferral / active EE | $7,663 | $6,462+18.6% | $5,626+36.2% | $6,688+14.6% |
| Admin fee / account holder | $353 | $19,313-98.2% | $15,912-97.8% | $13,397-97.4% |