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 | $72,839 | $59,839+21.7% | $81,983-11.2% | $79,858-8.8% |
| Participation rate | 57.4% | 61.6%-4.2pp | 69.2%-11.9pp | 69.6%-12.3pp |
| Annual return | 12.00% | 17.56%-5.6pp | 41.31%-29.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,999 | $2,695+11.3% | $3,722-19.4% | $3,740-19.8% |
| Admin fee / account holder | $29,933 | $4,287+598.2% | $5,664+428.5% | $5,306+464.1% |