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 | $5,978 | $85,022-93.0% | $70,515-91.5% | $139,434-95.7% |
| Participation rate | 41.2% | 73.9%-32.7pp | 68.3%-27.2pp | 80.3%-39.1pp |
| Annual return | 25.30% | 30.38%-5.1pp | 32.77%-7.5pp | 372.94%-347.6pp |
| Employer contribution / active EE | $482 | $3,909-87.7% | $2,973-83.8% | $4,751-89.8% |
| Participant deferral / active EE | $1,381 | $5,890-76.6% | $4,567-69.8% | $6,710-79.4% |
| Admin fee / account holder | $1,058 | $8,906-88.1% | $6,412-83.5% | $11,403-90.7% |