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 | $62,638 | $49,915+25.5% | $154,803-59.5% | $74,304-15.7% |
| Participation rate | 24.8% | 54.0%-29.2pp | 78.1%-53.3pp | 60.3%-35.6pp |
| Annual return | 12.40% | 34.06%-21.7pp | 58.88%-46.5pp | 29.43%-17.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,746 | $2,255-22.6% | $5,540-68.5% | $3,767-53.7% |
| Admin fee / account holder | $10,475 | $2,189+378.5% | $14,329-26.9% | $2,969+252.8% |