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 | $32,871 | $127,264-74.2% | $109,895-70.1% | $167,490-80.4% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.2%-28.8pp | 82.1%-36.7pp |
| Annual return | 8.65% | 22.97%-14.3pp | 29.45%-20.8pp | 478.56%-469.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,938 | $4,514-12.8% | $4,048-2.7% | $6,341-37.9% |
| Admin fee / account holder | $1,124 | $7,114-84.2% | $6,066-81.5% | $12,309-90.9% |