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 | $31,900 | $98,750-67.7% | $149,696-78.7% | $79,858-60.1% |
| Participation rate | 38.5% | 75.8%-37.2pp | 82.5%-43.9pp | 69.6%-31.1pp |
| Annual return | 101.33% | 27.43%+73.9pp | 276.60%-175.3pp | 31.71%+69.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,459 | $5,680-56.7% | $6,842-64.1% | $3,740-34.2% |
| Admin fee / account holder | $2,547 | $6,053-57.9% | $9,309-72.6% | $5,306-52.0% |