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 | $46,435 | $80,673-42.4% | $101,326-54.2% | $84,808-45.2% |
| Participation rate | 52.1% | 77.8%-25.7pp | 81.5%-29.4pp | 68.3%-16.2pp |
| Annual return | 65.94% | 38.95%+27.0pp | 36.82%+29.1pp | 40.90%+25.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,750 | $6,840+42.5% | $7,994+22.0% | $4,212+131.5% |
| Admin fee / account holder | $3,798 | $12,784-70.3% | $11,185-66.0% | $7,344-48.3% |