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 7-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 | $80,890 | $77,634+4.2% | $156,549-48.3% | $62,891+28.6% |
| Participation rate | 18.5% | 71.2%-52.7pp | 84.0%-65.5pp | 69.3%-50.8pp |
| Annual return | 18.94% | 50.32%-31.4pp | 32.23%-13.3pp | 20.14%-1.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,963 | $3,045-35.5% | $4,871-59.7% | $3,203-38.7% |
| Admin fee / account holder | $517 | $5,561-90.7% | $13,027-96.0% | $4,296-88.0% |