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 | $84,043 | $95,803-12.3% | $113,168-25.7% | $84,808-0.9% |
| Participation rate | 35.2% | 72.9%-37.6pp | 76.6%-41.3pp | 68.3%-33.1pp |
| Annual return | 13.64% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $647 | $2,360-72.6% | $2,975-78.2% | $2,631-75.4% |
| Participant deferral / active EE | $2,058 | $4,242-51.5% | $5,107-59.7% | $4,212-51.1% |
| Admin fee / account holder | $4,686 | $8,989-47.9% | $12,068-61.2% | $7,344-36.2% |