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 7-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 | $109,585 | $98,727+11.0% | $113,168-3.2% | $85,563+28.1% |
| Participation rate | 34.8% | 80.8%-46.0pp | 76.6%-41.8pp | 66.0%-31.2pp |
| Annual return | 13.64% | 17.43%-3.8pp | 24.27%-10.6pp | 31.51%-17.9pp |
| Employer contribution / active EE | $642 | $2,907-77.9% | $2,975-78.4% | $2,654-75.8% |
| Participant deferral / active EE | $3,630 | $5,424-33.1% | $5,107-28.9% | $4,375-17.0% |
| Admin fee / account holder | $4,136 | $357+1059.7% | $12,068-65.7% | $834+395.9% |