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 | $74,151 | $79,449-6.7% | $189,557-60.9% | $85,850-13.6% |
| Participation rate | 41.5% | 66.0%-24.5pp | 78.4%-36.9pp | 69.3%-27.8pp |
| Annual return | 20.62% | 18.45%+2.2pp | 64.17%-43.6pp | 318.53%-297.9pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,527 | $4,051+11.8% | $6,174-26.7% | $3,952+14.6% |
| Admin fee / account holder | $1,625 | $5,377-69.8% | $9,807-83.4% | $6,260-74.0% |