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 | $138,173 | $116,175+18.9% | $93,606+47.6% | $152,861-9.6% |
| Participation rate | 43.8% | 78.0%-34.3pp | 75.8%-32.1pp | 82.4%-38.7pp |
| Annual return | 12.42% | 35.96%-23.5pp | 32.76%-20.3pp | 345.32%-332.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,623 | $4,603-64.7% | $4,069-60.1% | $5,850-72.3% |
| Admin fee / account holder | $609 | $10,748-94.3% | $7,888-92.3% | $11,596-94.7% |