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 | $78,393 | $72,012+8.9% | $185,823-57.8% | $79,858-1.8% |
| Participation rate | 42.9% | 65.8%-22.9pp | 78.0%-35.2pp | 69.6%-26.8pp |
| Annual return | 27.12% | 23.12%+4.0pp | 35.95%-8.8pp | 31.71%-4.6pp |
| Employer contribution / active EE | $8 | $1,965-99.6% | $4,087-99.8% | $2,471-99.7% |
| Participant deferral / active EE | $6,192 | $3,779+63.9% | $5,632+9.9% | $3,740+65.6% |
| Admin fee / account holder | $363 | $4,513-92.0% | $9,500-96.2% | $5,306-93.2% |