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 | $54,515 | $98,750-44.8% | $149,696-63.6% | $79,858-31.7% |
| Participation rate | 57.5% | 75.8%-18.2pp | 82.5%-24.9pp | 69.6%-12.1pp |
| Annual return | 23.94% | 27.43%-3.5pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $301 | $3,216-90.6% | $4,644-93.5% | $2,471-87.8% |
| Participant deferral / active EE | $5,288 | $5,680-6.9% | $6,842-22.7% | $3,740+41.4% |
| Admin fee / account holder | $589 | $6,053-90.3% | $9,309-93.7% | $5,306-88.9% |