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 | $39,390 | $92,224-57.3% | $105,223-62.6% | $79,634-50.5% |
| Participation rate | 14.9% | 69.2%-54.3pp | 75.0%-60.2pp | 62.5%-47.6pp |
| Annual return | 15.11% | 88.65%-73.5pp | 180.65%-165.5pp | 36.46%-21.4pp |
| Employer contribution / active EE | $533 | $3,965-86.6% | $3,689-85.5% | $2,529-78.9% |
| Participant deferral / active EE | $1,306 | $3,834-65.9% | $5,072-74.2% | $3,835-65.9% |
| Admin fee / account holder | $4,718 | $1,121+321.0% | $8,859-46.7% | $1,002+370.9% |