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 8-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 | $62,957 | $54,762+15.0% | $90,281-30.3% | $72,985-13.7% |
| Participation rate | 54.5% | 65.1%-10.6pp | 73.3%-18.7pp | 69.5%-14.9pp |
| Annual return | 23.48% | 30.63%-7.1pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,614 | $2,887+25.2% | $3,885-7.0% | $3,607+0.2% |
| Admin fee / account holder | $372 | $3,972-90.6% | $5,351-93.0% | $5,124-92.7% |