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 6-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 | $56,513 | $65,561-13.8% | $86,188-34.4% | $75,163-24.8% |
| Participation rate | 35.2% | 60.5%-25.3pp | 69.0%-33.7pp | 67.2%-32.0pp |
| Annual return | 15.69% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,279 | $3,024-24.6% | $3,985-42.8% | $4,125-44.7% |
| Admin fee / account holder | $3,190 | $5,474-41.7% | $6,852-53.4% | $5,651-43.5% |