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 | $46,825 | $63,346-26.1% | $92,233-49.2% | $70,131-33.2% |
| Participation rate | 21.4% | 68.7%-47.2pp | 76.5%-55.1pp | 69.5%-48.1pp |
| Annual return | 21.58% | 530.12%-508.5pp | 176.28%-154.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,775 | $2,854+32.3% | $3,897-3.1% | $3,332+13.3% |
| Admin fee / account holder | $765 | $3,840-80.1% | $5,194-85.3% | $4,645-83.5% |