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 5-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 | $49,121 | $159,901-69.3% | $146,958-66.6% | $145,922-66.3% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.6pp | 80.3%-56.7pp |
| Annual return | 104.58% | 98.13%+6.4pp | 418.34%-313.8pp | 561.29%-456.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,194 | $8,428-38.4% | $8,070-35.6% | $6,688-22.3% |
| Admin fee / account holder | $11,724 | $15,044-22.1% | $12,998-9.8% | $13,397-12.5% |