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 | $79,507 | $69,977+13.6% | $108,579-26.8% | $62,891+26.4% |
| Participation rate | 30.8% | 72.9%-42.1pp | 79.6%-48.8pp | 69.3%-38.5pp |
| Annual return | 6.95% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,663 | $3,165-47.4% | $4,311-61.4% | $3,203-48.1% |
| Admin fee / account holder | $7,477 | $5,076+47.3% | $7,645-2.2% | $4,296+74.1% |