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 | $100,393 | $165,984-39.5% | $164,813-39.1% | $145,922-31.2% |
| Participation rate | 15.4% | 82.0%-66.6pp | 78.6%-63.2pp | 80.3%-64.9pp |
| Annual return | 23.52% | 100.03%-76.5pp | 69.93%-46.4pp | 561.29%-537.8pp |
| Employer contribution / active EE | $698 | $5,273-86.8% | $4,341-83.9% | $4,660-85.0% |
| Participant deferral / active EE | $3,538 | $6,959-49.2% | $6,031-41.3% | $6,688-47.1% |
| Admin fee / account holder | $937 | $16,648-94.4% | $12,690-92.6% | $13,397-93.0% |