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 | $67,099 | $81,460-17.6% | $103,333-35.1% | $80,856-17.0% |
| Participation rate | 19.2% | 66.8%-47.6pp | 74.5%-55.3pp | 67.6%-48.4pp |
| Annual return | 12.89% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $765 | $3,105-75.4% | $3,868-80.2% | $2,755-72.2% |
| Participant deferral / active EE | $1,827 | $3,869-52.8% | $5,057-63.9% | $4,296-57.5% |
| Admin fee / account holder | $1,258 | $6,566-80.8% | $8,355-84.9% | $6,918-81.8% |