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 | $36,848 | $209,411-82.4% | $178,490-79.4% | $158,922-76.8% |
| Participation rate | 16.7% | 86.3%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 47.60% | 188.75%-141.2pp | 151.07%-103.5pp | 302.83%-255.2pp |
| Employer contribution / active EE | $641 | $5,706-88.8% | $5,011-87.2% | $4,761-86.5% |
| Participant deferral / active EE | $3,045 | $5,954-48.9% | $5,202-41.5% | $5,982-49.1% |
| Admin fee / account holder | $354 | $17,074-97.9% | $13,984-97.5% | $11,246-96.9% |