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 | $53,408 | $78,705-32.1% | $117,854-54.7% | $70,131-23.8% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 12.80% | 23.30%-10.5pp | 335.08%-322.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $324 | $2,223-85.4% | $3,786-91.4% | $2,342-86.1% |
| Participant deferral / active EE | $2,127 | $3,297-35.5% | $4,482-52.6% | $3,332-36.2% |
| Admin fee / account holder | $673 | $5,065-86.7% | $8,020-91.6% | $4,645-85.5% |