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 | $22,804 | $115,770-80.3% | $101,248-77.5% | $158,922-85.7% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 22.61% | 56.14%-33.5pp | 46.47%-23.9pp | 302.83%-280.2pp |
| Employer contribution / active EE | $653 | $4,175-84.4% | $3,660-82.2% | $4,761-86.3% |
| Participant deferral / active EE | $1,473 | $4,957-70.3% | $4,370-66.3% | $5,982-75.4% |
| Admin fee / account holder | $14,414 | $7,245+98.9% | $5,945+142.4% | $11,246+28.2% |