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 | $57,765 | $85,022-32.1% | $70,515-18.1% | $139,434-58.6% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 12.43% | 30.38%-17.9pp | 32.77%-20.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $273 | $3,909-93.0% | $2,973-90.8% | $4,751-94.2% |
| Participant deferral / active EE | $1,082 | $5,890-81.6% | $4,567-76.3% | $6,710-83.9% |
| Admin fee / account holder | $10,752 | $8,906+20.7% | $6,412+67.7% | $11,403-5.7% |