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 | $67,699 | $57,590+17.6% | $86,233-21.5% | $82,448-17.9% |
| Participation rate | 7.4% | 57.9%-50.5pp | 69.0%-61.6pp | 68.1%-60.7pp |
| Annual return | 16.55% | 22.41%-5.9pp | 61.39%-44.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $172 | $1,655-89.6% | $2,504-93.1% | $2,551-93.2% |
| Participant deferral / active EE | $1,136 | $3,080-63.1% | $4,559-75.1% | $4,139-72.6% |
| Admin fee / account holder | $393 | $4,730-91.7% | $8,342-95.3% | $7,234-94.6% |