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 | $183,592-73.3% | $155,567-68.4% | $145,959-66.4% |
| Participation rate | 22.7% | 82.7%-60.0pp | 78.2%-55.5pp | 80.3%-57.6pp |
| Annual return | 16.73% | 61.24%-44.5pp | 64.74%-48.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $532 | $5,315-90.0% | $4,674-88.6% | $4,661-88.6% |
| Participant deferral / active EE | $2,238 | $6,464-65.4% | $5,628-60.2% | $6,689-66.5% |
| Admin fee / account holder | $302 | $19,318-98.4% | $15,916-98.1% | $13,398-97.7% |