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 | $47,200 | $202,432-76.7% | $169,368-72.1% | $139,434-66.1% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 16.08% | 531.74%-515.7pp | 405.60%-389.5pp | 372.94%-356.9pp |
| Employer contribution / active EE | $508 | $4,692-89.2% | $4,013-87.3% | $4,751-89.3% |
| Participant deferral / active EE | $3,695 | $6,938-46.7% | $6,221-40.6% | $6,710-44.9% |
| Admin fee / account holder | $493 | $10,708-95.4% | $9,003-94.5% | $11,403-95.7% |