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 | $33,534 | $98,750-66.0% | $149,696-77.6% | $79,858-58.0% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.5%-25.8pp | 69.6%-13.0pp |
| Annual return | 34.94% | 27.43%+7.5pp | 276.60%-241.7pp | 31.71%+3.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,897 | $5,680+56.6% | $6,842+30.0% | $3,740+137.9% |
| Admin fee / account holder | $762 | $6,053-87.4% | $9,309-91.8% | $5,306-85.6% |