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 | $30,418 | $185,200-83.6% | $142,863-78.7% | $167,490-81.8% |
| Participation rate | 54.5% | 78.4%-23.9pp | 71.9%-17.4pp | 82.1%-27.6pp |
| Annual return | 14.11% | 8555.70%-8541.6pp | 5637.54%-5623.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,685 | $4,494-40.3% | $3,837-30.0% | $6,341-57.7% |
| Admin fee / account holder | $751 | $8,031-90.7% | $6,560-88.6% | $12,309-93.9% |