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 | $36,908 | $142,405-74.1% | $115,157-67.9% | $152,861-75.9% |
| Participation rate | 31.3% | 82.4%-51.1pp | 75.9%-44.7pp | 82.4%-51.2pp |
| Annual return | 27.22% | 41.48%-14.3pp | 35.60%-8.4pp | 345.32%-318.1pp |
| Employer contribution / active EE | $665 | $4,010-83.4% | $3,179-79.1% | $4,762-86.0% |
| Participant deferral / active EE | $4,678 | $5,164-9.4% | $4,168+12.2% | $5,850-20.0% |
| Admin fee / account holder | $419 | $8,462-95.0% | $7,088-94.1% | $11,596-96.4% |