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 3-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 | $66,994 | $158,398-57.7% | $126,539-47.1% | $142,382-52.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 12.05% | 593.76%-581.7pp | 425.95%-413.9pp | 217.08%-205.0pp |
| Employer contribution / active EE | $10 | $4,650-99.8% | $3,674-99.7% | $4,299-99.8% |
| Participant deferral / active EE | $2,960 | $4,767-37.9% | $4,083-27.5% | $6,507-54.5% |
| Admin fee / account holder | $1,725 | $6,918-75.1% | $6,065-71.6% | $12,624-86.3% |