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 3-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 | $107,181 | $172,111-37.7% | $150,298-28.7% | $137,256-21.9% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 22.54% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $624 | $4,636-86.5% | $4,154-85.0% | $4,156-85.0% |
| Participant deferral / active EE | $10,616 | $6,166+72.2% | $5,453+94.7% | $6,407+65.7% |
| Admin fee / account holder | $735 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |