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 | $56,073 | $149,734-62.6% | $118,925-52.9% | $158,922-64.7% |
| Participation rate | 44.4% | 82.1%-37.6pp | 75.4%-30.9pp | 82.0%-37.5pp |
| Annual return | 15.79% | 19.95%-4.2pp | 35.88%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,529 | $5,223+44.1% | $4,265+76.5% | $5,982+25.9% |
| Admin fee / account holder | $14,956 | $8,603+73.8% | $6,581+127.3% | $11,246+33.0% |