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 8-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 | $48,428 | $138,065-64.9% | $123,544-60.8% | $135,375-64.2% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 0.93% | 153.68%-152.8pp | 119.20%-118.3pp | 519.73%-518.8pp |
| Employer contribution / active EE | $478 | $5,151-90.7% | $4,628-89.7% | $4,779-90.0% |
| Participant deferral / active EE | $5,381 | $6,799-20.9% | $6,426-16.3% | $5,609-4.1% |
| Admin fee / account holder | $346 | $10,916-96.8% | $9,284-96.3% | $10,827-96.8% |