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 | $102,766 | $73,981+38.9% | $105,722-2.8% | $62,891+63.4% |
| Participation rate | 51.6% | 71.7%-20.1pp | 78.9%-27.3pp | 69.3%-17.7pp |
| Annual return | 18.20% | 17.60%+0.6pp | 12.25%+6.0pp | 20.14%-1.9pp |
| Employer contribution / active EE | $160 | $2,856-94.4% | $4,079-96.1% | $2,281-93.0% |
| Participant deferral / active EE | $2,013 | $4,038-50.1% | $5,326-62.2% | $3,203-37.1% |
| Admin fee / account holder | $15,576 | $5,976+160.6% | $8,308+87.5% | $4,296+262.6% |