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 8-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 | $25,191 | $113,339-77.8% | $94,993-73.5% | $147,584-82.9% |
| Participation rate | 41.7% | 78.0%-36.3pp | 73.9%-32.2pp | 82.8%-41.2pp |
| Annual return | 20.34% | 20.77%-0.4pp | 27.12%-6.8pp | 578.55%-558.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,519 | $3,777-59.8% | $3,317-54.2% | $5,439-72.1% |
| Admin fee / account holder | $7,353 | $6,063+21.3% | $4,960+48.2% | $10,885-32.4% |