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 6-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 | $82,858 | $201,272-58.8% | $184,203-55.0% | $145,922-43.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 24.12% | 29.00%-4.9pp | 28.81%-4.7pp | 561.29%-537.2pp |
| Employer contribution / active EE | $1,271 | $7,022-81.9% | $6,427-80.2% | $4,660-72.7% |
| Participant deferral / active EE | $6,276 | $9,806-36.0% | $9,131-31.3% | $6,688-6.2% |
| Admin fee / account holder | $553 | $16,364-96.6% | $13,901-96.0% | $13,397-95.9% |