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 | $24,903 | $56,317-55.8% | $71,209-65.0% | $74,304-66.5% |
| Participation rate | 24.4% | 55.1%-30.7pp | 73.8%-49.3pp | 60.3%-35.9pp |
| Annual return | 46.97% | 42.83%+4.1pp | 282.51%-235.5pp | 29.43%+17.5pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $861 | $2,788-69.1% | $4,175-79.4% | $3,767-77.1% |
| Admin fee / account holder | $1,168 | $2,290-49.0% | $5,349-78.2% | $2,969-60.7% |