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 | $92,890 | $181,894-48.9% | $156,549-40.7% | $273,961-66.1% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 5.40% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $590 | $6,248-90.6% | $5,501-89.3% | $4,869-87.9% |
| Participant deferral / active EE | $2,112 | $5,550-61.9% | $4,871-56.6% | $5,287-60.0% |
| Admin fee / account holder | $16,594 | $15,559+6.7% | $13,027+27.4% | $10,132+63.8% |