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 | $30,947 | $175,202-82.3% | $149,673-79.3% | $139,434-77.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 25.54% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $818 | $5,474-85.1% | $4,818-83.0% | $4,751-82.8% |
| Participant deferral / active EE | $4,500 | $6,519-31.0% | $5,680-20.8% | $6,710-32.9% |
| Admin fee / account holder | $731 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |