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 | $87,180 | $85,766+1.6% | $136,294-36.0% | $70,131+24.3% |
| Participation rate | 62.2% | 74.2%-12.0pp | 81.9%-19.8pp | 69.5%-7.4pp |
| Annual return | 18.13% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $448 | $2,966-84.9% | $4,695-90.5% | $2,342-80.9% |
| Participant deferral / active EE | $3,123 | $5,051-38.2% | $6,247-50.0% | $3,332-6.3% |
| Admin fee / account holder | $4,154 | $5,420-23.4% | $9,243-55.1% | $4,645-10.6% |