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 | $21,804 | $102,604-78.7% | $86,188-74.7% | $139,434-84.4% |
| Participation rate | 22.7% | 74.5%-51.8pp | 69.0%-46.2pp | 80.3%-57.6pp |
| Annual return | 26.63% | 1922.51%-1895.9pp | 1168.45%-1141.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $426 | $3,032-85.9% | $2,380-82.1% | $4,751-91.0% |
| Participant deferral / active EE | $1,229 | $4,676-73.7% | $3,985-69.2% | $6,710-81.7% |
| Admin fee / account holder | $5,030 | $8,657-41.9% | $6,852-26.6% | $11,403-55.9% |