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 | $28,466 | $176,377-83.9% | $134,143-78.8% | $158,922-82.1% |
| Participation rate | 42.9% | 78.7%-35.8pp | 72.2%-29.3pp | 82.0%-39.1pp |
| Annual return | 7.46% | 63.63%-56.2pp | 36.33%-28.9pp | 302.83%-295.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $886 | $4,091-78.4% | $3,499-74.7% | $5,982-85.2% |
| Admin fee / account holder | $2,150 | $8,718-75.3% | $6,684-67.8% | $11,246-80.9% |