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 | $31,340 | $165,984-81.1% | $164,813-81.0% | $145,922-78.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 17.31% | 100.03%-82.7pp | 69.93%-52.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $582 | $5,273-89.0% | $4,341-86.6% | $4,660-87.5% |
| Participant deferral / active EE | $2,572 | $6,959-63.0% | $6,031-57.4% | $6,688-61.5% |
| Admin fee / account holder | $59,892 | $16,648+259.8% | $12,690+372.0% | $13,397+347.1% |