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 | $24,066 | $157,256-84.7% | $141,162-83.0% | $152,861-84.3% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.4%-29.5pp |
| Annual return | 58.40% | 64.32%-5.9pp | 71.39%-13.0pp | 345.32%-286.9pp |
| Employer contribution / active EE | $628 | $5,261-88.1% | $4,735-86.7% | $4,762-86.8% |
| Participant deferral / active EE | $8,214 | $7,109+15.5% | $6,709+22.4% | $5,850+40.4% |
| Admin fee / account holder | $319 | $12,120-97.4% | $10,261-96.9% | $11,596-97.3% |