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 | $43,868 | $110,261-60.2% | $95,745-54.2% | $139,434-68.5% |
| Participation rate | 53.3% | 75.8%-22.4pp | 72.3%-18.9pp | 80.3%-27.0pp |
| Annual return | 31.55% | 27.11%+4.4pp | 28.35%+3.2pp | 372.94%-341.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,114 | $4,676+52.2% | $4,245+67.6% | $6,710+6.0% |
| Admin fee / account holder | $1,255 | $6,613-81.0% | $5,678-77.9% | $11,403-89.0% |