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 6-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 | $36,900 | $68,346-46.0% | $94,646-61.0% | $75,163-50.9% |
| Participation rate | 62.2% | 76.1%-13.9pp | 80.8%-18.7pp | 67.2%-5.0pp |
| Annual return | 35.23% | 616.93%-581.7pp | 156.71%-121.5pp | 160.62%-125.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,240 | $6,537+56.6% | $7,418+38.0% | $4,125+148.2% |
| Admin fee / account holder | $5,066 | $5,326-4.9% | $7,231-29.9% | $5,651-10.4% |