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 5-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 | $41,908 | $95,416-56.1% | $185,823-77.4% | $85,850-51.2% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.6pp |
| Annual return | 33.63% | 23.59%+10.0pp | 122.05%-88.4pp | 318.53%-284.9pp |
| Employer contribution / active EE | $254 | $3,314-92.3% | $5,167-95.1% | $2,565-90.1% |
| Participant deferral / active EE | $2,383 | $3,423-30.4% | $5,568-57.2% | $3,952-39.7% |
| Admin fee / account holder | $1,399 | $7,213-80.6% | $16,237-91.4% | $6,260-77.6% |