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 | $30,071 | $117,841-74.5% | $102,423-70.6% | $145,922-79.4% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 78.46% | 31.65%+46.8pp | 29.32%+49.1pp | 561.29%-482.8pp |
| Employer contribution / active EE | $113 | $3,615-96.9% | $3,023-96.3% | $4,660-97.6% |
| Participant deferral / active EE | $4,488 | $5,731-21.7% | $5,053-11.2% | $6,688-32.9% |
| Admin fee / account holder | $306 | $13,326-97.7% | $9,451-96.8% | $13,397-97.7% |