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 | $68,691 | $49,227+39.5% | $70,449-2.5% | $79,858-14.0% |
| Participation rate | 35.5% | 69.2%-33.7pp | 75.1%-39.6pp | 69.6%-34.1pp |
| Annual return | 13.81% | 30.06%-16.3pp | 109.03%-95.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,269 | $2,768-18.0% | $3,709-38.8% | $3,740-39.3% |
| Admin fee / account holder | $2,642 | $2,878-8.2% | $3,845-31.3% | $5,306-50.2% |