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 | $58,984 | $154,117-61.7% | $129,995-54.6% | $139,434-57.7% |
| Participation rate | 13.3% | 82.0%-68.6pp | 78.5%-65.2pp | 80.3%-67.0pp |
| Annual return | 33.30% | 32.48%+0.8pp | -137.18%+170.5pp | 372.94%-339.6pp |
| Employer contribution / active EE | $482 | $5,289-90.9% | $4,320-88.9% | $4,751-89.9% |
| Participant deferral / active EE | $3,000 | $6,710-55.3% | $5,820-48.5% | $6,710-55.3% |
| Admin fee / account holder | $477 | $14,007-96.6% | $10,614-95.5% | $11,403-95.8% |