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 | $84,688 | $80,968+4.6% | $96,544-12.3% | $75,163+12.7% |
| Participation rate | 15.4% | 71.8%-56.4pp | 76.0%-60.6pp | 67.2%-51.8pp |
| Annual return | 24.58% | 27.06%-2.5pp | 25.84%-1.3pp | 160.62%-136.0pp |
| Employer contribution / active EE | $557 | $2,282-75.6% | $2,965-81.2% | $2,670-79.2% |
| Participant deferral / active EE | $2,598 | $3,928-33.9% | $4,851-46.5% | $4,125-37.0% |
| Admin fee / account holder | $777 | $6,724-88.4% | $8,252-90.6% | $5,651-86.3% |