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 | $47,453 | $47,479-0.1% | $62,929-24.6% | $82,448-42.4% |
| Participation rate | 24.7% | 66.9%-42.2pp | 73.1%-48.4pp | 68.1%-43.4pp |
| Annual return | 20.13% | 20.34%-0.2pp | 1063.93%-1043.8pp | 41.64%-21.5pp |
| Employer contribution / active EE | $110 | $1,885-94.2% | $2,505-95.6% | $2,551-95.7% |
| Participant deferral / active EE | $1,363 | $2,870-52.5% | $3,888-65.0% | $4,139-67.1% |
| Admin fee / account holder | $5,976 | $3,804+57.1% | $5,065+18.0% | $7,234-17.4% |