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 | $44,560 | $149,734-70.2% | $118,925-62.5% | $158,922-72.0% |
| Participation rate | 10.5% | 82.1%-71.6pp | 75.4%-64.9pp | 82.0%-71.4pp |
| Annual return | 29.82% | 19.95%+9.9pp | 35.88%-6.1pp | 302.83%-273.0pp |
| Employer contribution / active EE | $182 | $4,115-95.6% | $3,263-94.4% | $4,761-96.2% |
| Participant deferral / active EE | $2,053 | $5,223-60.7% | $4,265-51.9% | $5,982-65.7% |
| Admin fee / account holder | $1,345 | $8,603-84.4% | $6,581-79.6% | $11,246-88.0% |