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 | $62,857 | $57,590+9.1% | $86,233-27.1% | $82,448-23.8% |
| Participation rate | 11.0% | 57.9%-46.9pp | 69.0%-58.1pp | 68.1%-57.1pp |
| Annual return | 26.17% | 22.41%+3.8pp | 61.39%-35.2pp | 41.64%-15.5pp |
| Employer contribution / active EE | $208 | $1,655-87.4% | $2,504-91.7% | $2,551-91.8% |
| Participant deferral / active EE | $768 | $3,080-75.1% | $4,559-83.2% | $4,139-81.5% |
| Admin fee / account holder | $1,247 | $4,730-73.6% | $8,342-85.1% | $7,234-82.8% |