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 | $130,648 | $109,881+18.9% | $150,045-12.9% | $84,808+54.1% |
| Participation rate | 51.5% | 76.1%-24.6pp | 82.3%-30.8pp | 68.3%-16.8pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $56 | $3,561-98.4% | $4,693-98.8% | $2,631-97.9% |
| Participant deferral / active EE | $12,084 | $6,636+82.1% | $7,997+51.1% | $4,212+186.9% |
| Admin fee / account holder | $7,516 | $8,568-12.3% | $13,435-44.1% | $7,344+2.3% |