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 5-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 | $47,700 | $111,724-57.3% | $93,606-49.0% | $145,922-67.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.33% | 202.98%-188.6pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $259 | $3,090-91.6% | $2,420-89.3% | $4,660-94.4% |
| Participant deferral / active EE | $2,365 | $4,912-51.9% | $4,411-46.4% | $6,688-64.6% |
| Admin fee / account holder | $1,787 | $10,250-82.6% | $8,285-78.4% | $13,397-86.7% |