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 4-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 | $85,790 | $175,202-51.0% | $149,673-42.7% | $139,434-38.5% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 27.99% | 166.71%-138.7pp | 134.42%-106.4pp | 372.94%-345.0pp |
| Employer contribution / active EE | $926 | $5,474-83.1% | $4,818-80.8% | $4,751-80.5% |
| Participant deferral / active EE | $2,209 | $6,519-66.1% | $5,680-61.1% | $6,710-67.1% |
| Admin fee / account holder | $400 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |