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 | $46,426 | $102,317-54.6% | $146,958-68.4% | $80,856-42.6% |
| Participation rate | 34.4% | 75.8%-41.5pp | 82.2%-47.8pp | 67.6%-33.3pp |
| Annual return | 12.88% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,026 | $6,644-54.4% | $8,070-62.5% | $4,296-29.5% |
| Admin fee / account holder | $4,467 | $7,941-43.8% | $12,998-65.6% | $6,918-35.4% |