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 | $107,962 | $109,904-1.8% | $97,167+11.1% | $145,959-26.0% |
| Participation rate | 23.8% | 75.9%-52.1pp | 72.7%-48.9pp | 80.3%-56.5pp |
| Annual return | 18.40% | 243.43%-225.0pp | 75.27%-56.9pp | 561.95%-543.5pp |
| Employer contribution / active EE | $323 | $3,084-89.5% | $2,729-88.2% | $4,661-93.1% |
| Participant deferral / active EE | $5,589 | $4,676+19.5% | $4,264+31.1% | $6,689-16.4% |
| Admin fee / account holder | $1,161 | $6,216-81.3% | $5,650-79.4% | $13,398-91.3% |