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 7-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 | $22,305 | $65,561-66.0% | $86,188-74.1% | $75,163-70.3% |
| Participation rate | 67.3% | 60.5%+6.9pp | 69.0%-1.6pp | 67.2%+0.2pp |
| Annual return | 16.76% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $236 | $1,553-84.8% | $2,380-90.1% | $2,670-91.2% |
| Participant deferral / active EE | $5,069 | $3,024+67.6% | $3,985+27.2% | $4,125+22.9% |
| Admin fee / account holder | $5,483 | $5,474+0.2% | $6,852-20.0% | $5,651-3.0% |