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 | $17,427 | $114,047-84.7% | $96,139-81.9% | $167,490-89.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 68.4%-39.9pp | 82.1%-53.5pp |
| Annual return | 18.53% | 189.88%-171.3pp | 191.94%-173.4pp | 478.56%-460.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,148 | $5,194-77.9% | $4,349-73.6% | $6,341-81.9% |
| Admin fee / account holder | $313 | $6,897-95.5% | $5,537-94.3% | $12,309-97.5% |