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 | $45,747 | $58,208-21.4% | $81,812-44.1% | $80,856-43.4% |
| Participation rate | 28.6% | 63.4%-34.8pp | 72.3%-43.8pp | 67.6%-39.1pp |
| Annual return | 13.47% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,154 | $3,281-64.8% | $4,319-73.3% | $4,296-73.1% |
| Admin fee / account holder | $626 | $4,981-87.4% | $7,386-91.5% | $6,918-91.0% |