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 6-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 | $62,501 | $99,341-37.1% | $84,750-26.3% | $273,961-77.2% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 3.65% | 22.93%-19.3pp | 22.78%-19.1pp | 41.45%-37.8pp |
| Employer contribution / active EE | $121 | $4,214-97.1% | $3,574-96.6% | $4,869-97.5% |
| Participant deferral / active EE | $2,114 | $4,269-50.5% | $3,712-43.0% | $5,287-60.0% |
| Admin fee / account holder | $23,205 | $6,644+249.3% | $5,332+335.2% | $10,132+129.0% |