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 | $49,178 | $172,478-71.5% | $145,661-66.2% | $142,382-65.5% |
| Participation rate | 42.9% | 80.1%-37.2pp | 77.2%-34.4pp | 80.1%-37.3pp |
| Annual return | 9.71% | 151.09%-141.4pp | 101.46%-91.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,189 | $8,348-49.8% | $7,198-41.8% | $6,507-35.6% |
| Admin fee / account holder | $351 | $16,864-97.9% | $12,466-97.2% | $12,624-97.2% |