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 8-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 | $57,002 | $203,436-72.0% | $152,466-62.6% | $167,490-66.0% |
| Participation rate | 54.5% | 82.3%-27.8pp | 78.2%-23.7pp | 82.1%-27.6pp |
| Annual return | 10.67% | 13.80%-3.1pp | 757.33%-746.7pp | 478.56%-467.9pp |
| Employer contribution / active EE | $911 | $5,220-82.6% | $4,327-79.0% | $4,837-81.2% |
| Participant deferral / active EE | $6,797 | $6,716+1.2% | $5,820+16.8% | $6,341+7.2% |
| Admin fee / account holder | $8,474 | $22,506-62.3% | $15,805-46.4% | $12,309-31.2% |