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 9-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 | $106,044 | $93,071+13.9% | $74,583+42.2% | $273,961-61.3% |
| Participation rate | 53.8% | 74.9%-21.1pp | 68.1%-14.3pp | 83.0%-29.2pp |
| Annual return | 4.54% | 26.18%-21.6pp | 20.47%-15.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,453 | $4,160-65.1% | $3,458-58.0% | $5,287-72.5% |
| Admin fee / account holder | $6,658 | $5,272+26.3% | $4,138+60.9% | $10,132-34.3% |