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 | $46,491 | $111,754-58.4% | $103,333-55.0% | $145,922-68.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.33% | 24.77%-12.4pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $722 | $4,212-82.9% | $3,868-81.3% | $4,660-84.5% |
| Participant deferral / active EE | $7,668 | $5,619+36.5% | $5,057+51.6% | $6,688+14.7% |
| Admin fee / account holder | $5,770 | $9,750-40.8% | $8,355-30.9% | $13,397-56.9% |