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 | $57,494 | $78,672-26.9% | $109,143-47.3% | $85,850-33.0% |
| Participation rate | 67.3% | 68.3%-0.9pp | 75.9%-8.5pp | 69.3%-2.0pp |
| Annual return | 17.13% | 25.09%-8.0pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $571 | $2,735-79.1% | $3,722-84.7% | $2,565-77.7% |
| Participant deferral / active EE | $1,691 | $3,467-51.2% | $4,653-63.7% | $3,952-57.2% |
| Admin fee / account holder | $9,937 | $5,469+81.7% | $6,752+47.2% | $6,260+58.7% |