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 | $75,666 | $47,479+59.4% | $62,929+20.2% | $82,448-8.2% |
| Participation rate | 13.5% | 66.9%-53.4pp | 73.1%-59.6pp | 68.1%-54.6pp |
| Annual return | 19.27% | 20.34%-1.1pp | 1063.93%-1044.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $225 | $1,885-88.1% | $2,505-91.0% | $2,551-91.2% |
| Participant deferral / active EE | $1,372 | $2,870-52.2% | $3,888-64.7% | $4,139-66.9% |
| Admin fee / account holder | $11,756 | $3,804+209.1% | $5,065+132.1% | $7,234+62.5% |