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 5-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 | $29,527 | $183,519-83.9% | $155,509-81.0% | $145,922-79.8% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 10.82% | 61.17%-50.3pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $857 | $5,313-83.9% | $4,672-81.7% | $4,660-81.6% |
| Participant deferral / active EE | $3,008 | $6,462-53.5% | $5,626-46.5% | $6,688-55.0% |
| Admin fee / account holder | $3,280 | $19,313-83.0% | $15,912-79.4% | $13,397-75.5% |