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 | $88,397 | $53,516+65.2% | $126,539-30.1% | $84,808+4.2% |
| Participation rate | 4.8% | 58.2%-53.5pp | 69.8%-65.1pp | 68.3%-63.5pp |
| Annual return | 18.72% | 58.34%-39.6pp | 425.95%-407.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $110 | $1,535-92.9% | $3,674-97.0% | $2,631-95.8% |
| Participant deferral / active EE | $1,072 | $2,671-59.8% | $4,083-73.7% | $4,212-74.5% |
| Admin fee / account holder | $2,056 | $4,497-54.3% | $6,065-66.1% | $7,344-72.0% |