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 7-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 | $53,779 | $49,227+9.2% | $70,449-23.7% | $79,858-32.7% |
| Participation rate | 44.0% | 69.2%-25.2pp | 75.1%-31.1pp | 69.6%-25.6pp |
| Annual return | 18.92% | 30.06%-11.1pp | 109.03%-90.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,088 | $2,768+83.8% | $3,709+37.2% | $3,740+36.0% |
| Admin fee / account holder | $553 | $2,878-80.8% | $3,845-85.6% | $5,306-89.6% |