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 | $48,535 | $165,984-70.8% | $164,813-70.6% | $145,922-66.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 27.21% | 100.03%-72.8pp | 69.93%-42.7pp | 561.29%-534.1pp |
| Employer contribution / active EE | $480 | $5,273-90.9% | $4,341-88.9% | $4,660-89.7% |
| Participant deferral / active EE | $6,018 | $6,959-13.5% | $6,031-0.2% | $6,688-10.0% |
| Admin fee / account holder | $401 | $16,648-97.6% | $12,690-96.8% | $13,397-97.0% |