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 | $70,649 | $76,367-7.5% | $93,606-24.5% | $72,985-3.2% |
| Participation rate | 62.2% | 71.7%-9.6pp | 75.8%-13.6pp | 69.5%-7.3pp |
| Annual return | 20.35% | 25.82%-5.5pp | 32.76%-12.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $367 | $2,275-83.9% | $2,718-86.5% | $2,440-85.0% |
| Participant deferral / active EE | $1,791 | $3,538-49.4% | $4,069-56.0% | $3,607-50.4% |
| Admin fee / account holder | $4,306 | $6,838-37.0% | $7,888-45.4% | $5,124-16.0% |