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 7-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 | $47,335 | $115,770-59.1% | $101,248-53.2% | $158,922-70.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 46.64% | 56.14%-9.5pp | 46.47%+0.2pp | 302.83%-256.2pp |
| Employer contribution / active EE | $482 | $4,175-88.5% | $3,660-86.8% | $4,761-89.9% |
| Participant deferral / active EE | $8,796 | $4,957+77.4% | $4,370+101.3% | $5,982+47.0% |
| Admin fee / account holder | $550 | $7,245-92.4% | $5,945-90.8% | $11,246-95.1% |