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 | $52,745 | $183,592-71.3% | $155,567-66.1% | $145,959-63.9% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 17.15% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $900 | $5,315-83.1% | $4,674-80.7% | $4,661-80.7% |
| Participant deferral / active EE | $3,805 | $6,464-41.1% | $5,628-32.4% | $6,689-43.1% |
| Admin fee / account holder | $931 | $19,318-95.2% | $15,916-94.1% | $13,398-93.0% |