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 | $46,619 | $77,145-39.6% | $108,410-57.0% | $85,850-45.7% |
| Participation rate | 61.5% | 74.7%-13.1pp | 80.1%-18.6pp | 69.3%-7.8pp |
| Annual return | 37.58% | 44.54%-7.0pp | 905.27%-867.7pp | 318.53%-281.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,689 | $5,566+20.2% | $6,563+1.9% | $3,952+69.3% |
| Admin fee / account holder | $4,218 | $5,172-18.4% | $7,295-42.2% | $6,260-32.6% |