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 4-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 | $49,094 | $183,519-73.2% | $155,509-68.4% | $145,922-66.4% |
| Participation rate | 22.7% | 82.7%-59.9pp | 78.2%-55.5pp | 80.3%-57.5pp |
| Annual return | 16.73% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $532 | $5,313-90.0% | $4,672-88.6% | $4,660-88.6% |
| Participant deferral / active EE | $2,238 | $6,462-65.4% | $5,626-60.2% | $6,688-66.5% |
| Admin fee / account holder | $302 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |