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 | $79,106 | $86,929-9.0% | $102,423-22.8% | $80,856-2.2% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.6%-47.6pp |
| Annual return | 10.77% | 18.88%-8.1pp | 29.32%-18.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $461 | $2,369-80.5% | $3,023-84.8% | $2,755-83.3% |
| Participant deferral / active EE | $6,279 | $4,118+52.5% | $5,053+24.3% | $4,296+46.2% |
| Admin fee / account holder | $33,650 | $8,049+318.1% | $9,451+256.1% | $6,918+386.4% |