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 | $65,670 | $59,097+11.1% | $82,389-20.3% | $74,304-11.6% |
| Participation rate | 23.9% | 52.8%-28.8pp | 69.5%-45.6pp | 60.3%-36.4pp |
| Annual return | 16.04% | 22.85%-6.8pp | 28.67%-12.6pp | 29.43%-13.4pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,219 | $2,775-56.1% | $4,155-70.7% | $3,767-67.7% |
| Admin fee / account holder | $15,273 | $4,489+240.2% | $7,231+111.2% | $2,969+414.5% |