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 | $35,657 | $102,966-65.4% | $90,281-60.5% | $152,861-76.7% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.4%-28.6pp |
| Annual return | 20.19% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $15 | $3,139-99.5% | $2,854-99.5% | $4,762-99.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,455 | $6,171-60.2% | $5,351-54.1% | $11,596-78.8% |