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 | $31,822 | $150,187-78.8% | $120,354-73.6% | $145,922-78.2% |
| Participation rate | 11.1% | 78.8%-67.6pp | 71.9%-60.8pp | 80.3%-69.2pp |
| Annual return | 10.39% | 154.07%-143.7pp | 107.15%-96.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $668 | $4,348-84.6% | $3,463-80.7% | $4,660-85.7% |
| Participant deferral / active EE | $2,032 | $6,173-67.1% | $4,991-59.3% | $6,688-69.6% |
| Admin fee / account holder | $23,668 | $12,207+93.9% | $9,423+151.2% | $13,397+76.7% |