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 | $143,280 | $57,016+151.3% | $84,966+68.6% | $80,856+77.2% |
| Participation rate | 6.3% | 56.3%-50.1pp | 67.5%-61.3pp | 67.6%-61.4pp |
| Annual return | 12.49% | 21.66%-9.2pp | 66.38%-53.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $223 | $1,798-87.6% | $2,727-91.8% | $2,755-91.9% |
| Participant deferral / active EE | $1,204 | $3,110-61.3% | $4,519-73.4% | $4,296-72.0% |
| Admin fee / account holder | $2,219 | $4,980-55.4% | $6,149-63.9% | $6,918-67.9% |