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 7-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 | $27,128 | $159,901-83.0% | $146,958-81.5% | $145,922-81.4% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.4pp |
| Annual return | 10.45% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $107 | $5,286-98.0% | $4,933-97.8% | $4,660-97.7% |
| Participant deferral / active EE | $3,073 | $8,428-63.5% | $8,070-61.9% | $6,688-54.1% |
| Admin fee / account holder | $19,529 | $15,044+29.8% | $12,998+50.2% | $13,397+45.8% |