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 | $47,760 | $111,754-57.3% | $103,333-53.8% | $145,922-67.3% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 20.90% | 24.77%-3.9pp | 24.88%-4.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $753 | $4,212-82.1% | $3,868-80.5% | $4,660-83.8% |
| Participant deferral / active EE | $5,314 | $5,619-5.4% | $5,057+5.1% | $6,688-20.5% |
| Admin fee / account holder | $6,260 | $9,750-35.8% | $8,355-25.1% | $13,397-53.3% |