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 | $20,123 | $57,281-64.9% | $86,612-76.8% | $75,163-73.2% |
| Participation rate | 38.8% | 63.2%-24.4pp | 71.7%-32.9pp | 67.2%-28.4pp |
| Annual return | 20.86% | 2670.75%-2649.9pp | 591.07%-570.2pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,047 | $3,318-38.3% | $4,438-53.9% | $4,125-50.4% |
| Admin fee / account holder | $4,456 | $4,112+8.4% | $5,614-20.6% | $5,651-21.1% |