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 | $52,845 | $72,277-26.9% | $101,248-47.8% | $79,858-33.8% |
| Participation rate | 65.5% | 68.5%-3.0pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | 12.17% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,369 | $3,282-27.8% | $4,370-45.8% | $3,740-36.7% |
| Admin fee / account holder | $2,295 | $4,400-47.8% | $5,945-61.4% | $5,306-56.7% |