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 6-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 | $35,007 | $183,519-80.9% | $155,509-77.5% | $145,922-76.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.03% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $855 | $5,313-83.9% | $4,672-81.7% | $4,660-81.6% |
| Participant deferral / active EE | $3,263 | $6,462-49.5% | $5,626-42.0% | $6,688-51.2% |
| Admin fee / account holder | $659 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |