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 | $84,506 | $81,248+4.0% | $155,509-45.7% | $80,856+4.5% |
| Participation rate | 12.0% | 66.2%-54.2pp | 78.2%-66.2pp | 67.6%-55.6pp |
| Annual return | 17.49% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $172 | $3,100-94.5% | $4,672-96.3% | $2,755-93.8% |
| Participant deferral / active EE | $1,063 | $3,452-69.2% | $5,626-81.1% | $4,296-75.2% |
| Admin fee / account holder | $7,824 | $7,997-2.2% | $15,912-50.8% | $6,918+13.1% |