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 | $61,619 | $159,901-61.5% | $146,958-58.1% | $145,922-57.8% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 24.34% | 98.13%-73.8pp | 418.34%-394.0pp | 561.29%-536.9pp |
| Employer contribution / active EE | $734 | $5,286-86.1% | $4,933-85.1% | $4,660-84.2% |
| Participant deferral / active EE | $4,016 | $8,428-52.4% | $8,070-50.2% | $6,688-40.0% |
| Admin fee / account holder | $911 | $15,044-93.9% | $12,998-93.0% | $13,397-93.2% |