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 | $82,136 | $90,348-9.1% | $75,972+8.1% | $145,922-43.7% |
| Participation rate | 34.8% | 74.5%-39.7pp | 69.1%-34.3pp | 80.3%-45.5pp |
| Annual return | 24.59% | 620.88%-596.3pp | 359.55%-335.0pp | 561.29%-536.7pp |
| Employer contribution / active EE | $574 | $3,311-82.7% | $2,685-78.6% | $4,660-87.7% |
| Participant deferral / active EE | $2,634 | $5,162-49.0% | $4,255-38.1% | $6,688-60.6% |
| Admin fee / account holder | $693 | $8,467-91.8% | $6,467-89.3% | $13,397-94.8% |