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 | $57,809 | $48,570+19.0% | $130,648-55.8% | $72,985-20.8% |
| Participation rate | 39.1% | 58.6%-19.4pp | 71.7%-32.6pp | 69.5%-30.4pp |
| Annual return | 24.99% | 38.63%-13.6pp | 1708.96%-1684.0pp | 81.00%-56.0pp |
| Employer contribution / active EE | $258 | $1,334-80.6% | $4,092-93.7% | $2,440-89.4% |
| Participant deferral / active EE | $3,838 | $2,384+61.0% | $3,603+6.5% | $3,607+6.4% |
| Admin fee / account holder | $9,042 | $3,549+154.8% | $5,464+65.5% | $5,124+76.5% |