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 | $104,307 | $148,978-30.0% | $200,582-48.0% | $84,808+23.0% |
| Participation rate | 69.4% | 84.2%-14.8pp | 86.9%-17.4pp | 68.3%+1.1pp |
| Annual return | 29.89% | 28.16%+1.7pp | 42.33%-12.4pp | 40.90%-11.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $20,405 | $7,142+185.7% | $9,331+118.7% | $4,212+384.5% |
| Admin fee / account holder | $15,598 | $13,977+11.6% | $16,305-4.3% | $7,344+112.4% |