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 | $45,327 | $175,202-74.1% | $149,673-69.7% | $139,434-67.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 63.77% | 166.71%-102.9pp | 134.42%-70.6pp | 372.94%-309.2pp |
| Employer contribution / active EE | $937 | $5,474-82.9% | $4,818-80.6% | $4,751-80.3% |
| Participant deferral / active EE | $2,752 | $6,519-57.8% | $5,680-51.6% | $6,710-59.0% |
| Admin fee / account holder | $2,553 | $16,150-84.2% | $13,210-80.7% | $11,403-77.6% |