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 | $33,148 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.3%-34.7pp | 80.1%-32.5pp |
| Annual return | 20.07% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,181 | $8,310-37.7% | $7,997-35.2% | $6,507-20.4% |
| Admin fee / account holder | $3,865 | $14,846-74.0% | $13,435-71.2% | $12,624-69.4% |