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 | $56,093 | $60,349-7.1% | $74,183-24.4% | $62,891-10.8% |
| Participation rate | 52.9% | 72.7%-19.8pp | 76.6%-23.7pp | 69.3%-16.4pp |
| Annual return | 8.06% | 21.37%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $175 | $1,680-89.6% | $2,370-92.6% | $2,281-92.3% |
| Participant deferral / active EE | $2,485 | $2,856-13.0% | $3,550-30.0% | $3,203-22.4% |
| Admin fee / account holder | $586 | $4,261-86.2% | $5,586-89.5% | $4,296-86.3% |