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 4-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 | $92,901 | $177,572-47.7% | $154,803-40.0% | $142,382-34.8% |
| Participation rate | 27.3% | 82.1%-54.8pp | 78.1%-50.8pp | 80.1%-52.8pp |
| Annual return | 25.73% | 65.07%-39.3pp | 58.88%-33.1pp | 217.08%-191.3pp |
| Employer contribution / active EE | $465 | $4,810-90.3% | $4,305-89.2% | $4,299-89.2% |
| Participant deferral / active EE | $4,315 | $6,272-31.2% | $5,540-22.1% | $6,507-33.7% |
| Admin fee / account holder | $476 | $16,786-97.2% | $14,329-96.7% | $12,624-96.2% |