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 | $75,959 | $81,460-6.8% | $103,333-26.5% | $80,856-6.1% |
| Participation rate | 29.2% | 66.8%-37.6pp | 74.5%-45.3pp | 67.6%-38.4pp |
| Annual return | 13.18% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $715 | $3,105-77.0% | $3,868-81.5% | $2,755-74.0% |
| Participant deferral / active EE | $2,812 | $3,869-27.3% | $5,057-44.4% | $4,296-34.5% |
| Admin fee / account holder | $26,868 | $6,566+309.2% | $8,355+221.6% | $6,918+288.4% |