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 | $42,176 | $157,256-73.2% | $141,162-70.1% | $152,861-72.4% |
| Participation rate | 9.1% | 84.8%-75.7pp | 82.5%-73.4pp | 82.4%-73.4pp |
| Annual return | 15.05% | 64.32%-49.3pp | 71.39%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $368 | $5,261-93.0% | $4,735-92.2% | $4,762-92.3% |
| Participant deferral / active EE | $2,376 | $7,109-66.6% | $6,709-64.6% | $5,850-59.4% |
| Admin fee / account holder | $12,983 | $12,120+7.1% | $10,261+26.5% | $11,596+12.0% |