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 | $48,114 | $125,758-61.7% | $169,993-71.7% | $75,163-36.0% |
| Participation rate | 51.2% | 83.6%-32.4pp | 87.0%-35.8pp | 67.2%-16.0pp |
| Annual return | 23.71% | 27.20%-3.5pp | 53.37%-29.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $608 | $4,615-86.8% | $6,785-91.0% | $2,670-77.2% |
| Participant deferral / active EE | $4,349 | $6,837-36.4% | $10,408-58.2% | $4,125+5.4% |
| Admin fee / account holder | $1,680 | $8,173-79.4% | $12,815-86.9% | $5,651-70.3% |