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 | $72,459 | $69,515+4.2% | $86,874-16.6% | $85,850-15.6% |
| Participation rate | 46.9% | 66.3%-19.4pp | 71.6%-24.7pp | 69.3%-22.4pp |
| Annual return | 13.08% | 20.12%-7.0pp | 63.52%-50.4pp | 318.53%-305.5pp |
| Employer contribution / active EE | $209 | $1,880-88.9% | $2,495-91.6% | $2,565-91.9% |
| Participant deferral / active EE | $1,393 | $2,919-52.3% | $3,699-62.3% | $3,952-64.7% |
| Admin fee / account holder | $804 | $5,972-86.5% | $5,828-86.2% | $6,260-87.2% |