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 | $55,732 | $56,114-0.7% | $96,139-42.0% | $85,850-35.1% |
| Participation rate | 7.0% | 56.7%-49.7pp | 68.4%-61.5pp | 69.3%-62.3pp |
| Annual return | 23.95% | 42.30%-18.4pp | 191.94%-168.0pp | 318.53%-294.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,358 | $2,859-52.5% | $4,349-68.8% | $3,952-65.6% |
| Admin fee / account holder | $13,227 | $3,768+251.0% | $5,537+138.9% | $6,260+111.3% |