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 | $28,341 | $226,064-87.5% | $182,532-84.5% | $152,861-81.5% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.4%-53.9pp |
| Annual return | 37.54% | 192.51%-155.0pp | 148.54%-111.0pp | 345.32%-307.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,734 | $6,368-25.7% | $5,524-14.3% | $5,850-19.1% |
| Admin fee / account holder | $454 | $10,703-95.8% | $8,592-94.7% | $11,596-96.1% |