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 | $91,701 | $81,460+12.6% | $103,333-11.3% | $80,856+13.4% |
| Participation rate | 39.8% | 66.8%-27.1pp | 74.5%-34.8pp | 67.6%-27.9pp |
| Annual return | 11.20% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $374 | $3,105-88.0% | $3,868-90.3% | $2,755-86.4% |
| Participant deferral / active EE | $1,874 | $3,869-51.5% | $5,057-62.9% | $4,296-56.4% |
| Admin fee / account holder | $15,183 | $6,566+131.2% | $8,355+81.7% | $6,918+119.5% |