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 | $37,870 | $48,795-22.4% | $65,493-42.2% | $84,808-55.3% |
| Participation rate | 23.3% | 67.0%-43.6pp | 73.1%-49.8pp | 68.3%-45.0pp |
| Annual return | 11.86% | 20.20%-8.3pp | 982.45%-970.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,892 | $2,928-35.4% | $3,961-52.2% | $4,212-55.1% |
| Admin fee / account holder | $486 | $3,877-87.5% | $5,028-90.3% | $7,344-93.4% |