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 | $96,823 | $78,422+23.5% | $95,952+0.9% | $79,858+21.2% |
| Participation rate | 35.7% | 73.5%-37.8pp | 77.1%-41.4pp | 69.6%-33.9pp |
| Annual return | 15.40% | 19.37%-4.0pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,660 | $3,440-22.7% | $4,167-36.2% | $3,740-28.9% |
| Admin fee / account holder | $4,149 | $5,622-26.2% | $6,795-38.9% | $5,306-21.8% |