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 | $47,078 | $201,272-76.6% | $184,203-74.4% | $145,922-67.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.0pp |
| Annual return | 12.20% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $898 | $7,022-87.2% | $6,427-86.0% | $4,660-80.7% |
| Participant deferral / active EE | $4,293 | $9,806-56.2% | $9,131-53.0% | $6,688-35.8% |
| Admin fee / account holder | $495 | $16,364-97.0% | $13,901-96.4% | $13,397-96.3% |