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 8-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 | $48,140 | $183,963-73.8% | $162,163-70.3% | $152,861-68.5% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 67.61% | 150.76%-83.2pp | 115.59%-48.0pp | 345.32%-277.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,819 | $8,034+22.2% | $7,298+34.5% | $5,850+67.8% |
| Admin fee / account holder | $10,912 | $13,121-16.8% | $10,843+0.6% | $11,596-5.9% |