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 | $27,126 | $57,281-52.6% | $86,612-68.7% | $75,163-63.9% |
| Participation rate | 59.7% | 63.2%-3.5pp | 71.7%-12.0pp | 67.2%-7.5pp |
| Annual return | 21.62% | 2670.75%-2649.1pp | 591.07%-569.5pp | 160.62%-139.0pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,288 | $3,318-31.0% | $4,438-48.4% | $4,125-44.5% |
| Admin fee / account holder | $1,782 | $4,112-56.7% | $5,614-68.3% | $5,651-68.5% |