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 | $51,118 | $115,770-55.8% | $101,248-49.5% | $158,922-67.8% |
| Participation rate | 10.0% | 79.4%-69.4pp | 75.8%-65.8pp | 82.0%-72.0pp |
| Annual return | 35.94% | 56.14%-20.2pp | 46.47%-10.5pp | 302.83%-266.9pp |
| Employer contribution / active EE | $520 | $4,175-87.5% | $3,660-85.8% | $4,761-89.1% |
| Participant deferral / active EE | $1,898 | $4,957-61.7% | $4,370-56.6% | $5,982-68.3% |
| Admin fee / account holder | $314 | $7,245-95.7% | $5,945-94.7% | $11,246-97.2% |