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 | $21,984 | $124,281-82.3% | $109,143-79.9% | $167,490-86.9% |
| Participation rate | 65.2% | 79.4%-14.2pp | 75.9%-10.7pp | 82.1%-16.9pp |
| Annual return | 30.11% | 26.04%+4.1pp | 25.75%+4.4pp | 478.56%-448.5pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,767 | $5,255-9.3% | $4,653+2.5% | $6,341-24.8% |
| Admin fee / account holder | $4,534 | $7,970-43.1% | $6,752-32.8% | $12,309-63.2% |