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 | $54,512 | $126,574-56.9% | $106,213-48.7% | $145,922-62.6% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 12.00% | 224.79%-212.8pp | 116.14%-104.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $663 | $3,730-82.2% | $3,171-79.1% | $4,660-85.8% |
| Participant deferral / active EE | $1,615 | $5,724-71.8% | $5,016-67.8% | $6,688-75.8% |
| Admin fee / account holder | $529 | $17,304-96.9% | $11,033-95.2% | $13,397-96.1% |