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 8-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 | $37,851 | $43,075-12.1% | $74,583-49.2% | $62,891-39.8% |
| Participation rate | 62.7% | 58.1%+4.7pp | 68.1%-5.4pp | 69.3%-6.6pp |
| Annual return | 7.55% | 17.50%-9.9pp | 20.47%-12.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,671 | $2,389+11.8% | $3,458-22.8% | $3,203-16.6% |
| Admin fee / account holder | $4,442 | $2,840+56.4% | $4,138+7.4% | $4,296+3.4% |