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 3-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 | $86,997 | $210,648-58.7% | $177,989-51.1% | $145,922-40.4% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 10.34% | 385.86%-375.5pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $533 | $4,565-88.3% | $3,949-86.5% | $4,660-88.6% |
| Participant deferral / active EE | $2,925 | $6,958-58.0% | $6,276-53.4% | $6,688-56.3% |
| Admin fee / account holder | $990 | $12,013-91.8% | $10,363-90.4% | $13,397-92.6% |