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 | $46,202 | $165,912-72.2% | $122,332-62.2% | $147,584-68.7% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 17.17% | 34.55%-17.4pp | 30.27%-13.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,492 | $4,005-37.8% | $3,287-24.2% | $5,439-54.2% |
| Admin fee / account holder | $5,236 | $7,424-29.5% | $5,478-4.4% | $10,885-51.9% |