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 | $19,230 | $74,888-74.3% | $71,209-73.0% | $142,382-86.5% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 26.25% | 345.14%-318.9pp | 282.51%-256.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $273 | $2,854-90.4% | $2,721-90.0% | $4,299-93.6% |
| Participant deferral / active EE | $5,049 | $4,454+13.3% | $4,175+20.9% | $6,507-22.4% |
| Admin fee / account holder | $1,211 | $5,568-78.2% | $5,349-77.4% | $12,624-90.4% |