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 | $23,325 | $154,117-84.9% | $129,995-82.1% | $139,434-83.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 13.06% | 32.48%-19.4pp | -137.18%+150.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $954 | $5,289-82.0% | $4,320-77.9% | $4,751-79.9% |
| Participant deferral / active EE | $2,044 | $6,710-69.5% | $5,820-64.9% | $6,710-69.5% |
| Admin fee / account holder | $2,886 | $14,007-79.4% | $10,614-72.8% | $11,403-74.7% |