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 | $63,911 | $74,927-14.7% | $101,794-37.2% | $84,808-24.6% |
| Participation rate | 60.4% | 61.4%-1.0pp | 69.2%-8.8pp | 68.3%-7.9pp |
| Annual return | 14.97% | 18.70%-3.7pp | 30.53%-15.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $298 | $1,522-80.4% | $2,289-87.0% | $2,631-88.7% |
| Participant deferral / active EE | $2,641 | $3,099-14.8% | $4,084-35.3% | $4,212-37.3% |
| Admin fee / account holder | $23,338 | $6,514+258.3% | $8,777+165.9% | $7,344+217.8% |