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 | $32,646 | $76,670-57.4% | $96,683-66.2% | $71,457-54.3% |
| Participation rate | 28.4% | 66.6%-38.2pp | 74.3%-46.0pp | 67.9%-39.6pp |
| Annual return | 99.53% | 48.29%+51.2pp | 35.69%+63.8pp | 28.85%+70.7pp |
| Employer contribution / active EE | $758 | $3,031-75.0% | $3,737-79.7% | $2,588-70.7% |
| Participant deferral / active EE | $3,186 | $3,771-15.5% | $4,878-34.7% | $4,289-25.7% |
| Admin fee / account holder | $1,022 | $2,028-49.6% | $6,730-84.8% | $1,587-35.6% |