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 | $60,022+12.8% | $88,946-23.9% | $84,808-20.2% |
| Participation rate | 7.4% | 57.8%-50.4pp | 68.8%-61.4pp | 68.3%-60.9pp |
| Annual return | 16.55% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $172 | $1,703-89.9% | $2,555-93.3% | $2,631-93.5% |
| Participant deferral / active EE | $1,136 | $3,114-63.5% | $4,581-75.2% | $4,212-73.0% |
| Admin fee / account holder | $393 | $4,811-91.8% | $8,261-95.2% | $7,344-94.6% |