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 | $63,353 | $201,272-68.5% | $184,203-65.6% | $145,922-56.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.95% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $985 | $7,022-86.0% | $6,427-84.7% | $4,660-78.9% |
| Participant deferral / active EE | $4,240 | $9,806-56.8% | $9,131-53.6% | $6,688-36.6% |
| Admin fee / account holder | $737 | $16,364-95.5% | $13,901-94.7% | $13,397-94.5% |