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 6-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 | $88,879 | $94,625-6.1% | $116,228-23.5% | $84,808+4.8% |
| Participation rate | 61.0% | 70.4%-9.4pp | 74.6%-13.5pp | 68.3%-7.3pp |
| Annual return | 15.88% | 20.40%-4.5pp | 90.06%-74.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $444 | $2,347-81.1% | $2,994-85.2% | $2,631-83.1% |
| Participant deferral / active EE | $2,870 | $3,972-27.7% | $4,953-42.1% | $4,212-31.9% |
| Admin fee / account holder | $2,449 | $10,091-75.7% | $11,989-79.6% | $7,344-66.7% |