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 | $46,808 | $159,901-70.7% | $146,958-68.1% | $145,922-67.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.15% | 98.13%-75.0pp | 418.34%-395.2pp | 561.29%-538.1pp |
| Employer contribution / active EE | $698 | $5,286-86.8% | $4,933-85.9% | $4,660-85.0% |
| Participant deferral / active EE | $5,149 | $8,428-38.9% | $8,070-36.2% | $6,688-23.0% |
| Admin fee / account holder | $92,944 | $15,044+517.8% | $12,998+615.1% | $13,397+593.8% |