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 | $51,045 | $73,933-31.0% | $96,683-47.2% | $75,163-32.1% |
| Participation rate | 14.3% | 66.4%-52.1pp | 74.3%-60.1pp | 67.2%-52.9pp |
| Annual return | 65.48% | 26.70%+38.8pp | 35.69%+29.8pp | 160.62%-95.1pp |
| Employer contribution / active EE | $694 | $2,928-76.3% | $3,737-81.4% | $2,670-74.0% |
| Participant deferral / active EE | $1,900 | $3,659-48.1% | $4,878-61.1% | $4,125-53.9% |
| Admin fee / account holder | $571 | $5,216-89.1% | $6,730-91.5% | $5,651-89.9% |