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 | $54,314 | $76,670-29.2% | $96,683-43.8% | $71,457-24.0% |
| Participation rate | 50.0% | 66.6%-16.6pp | 74.3%-24.3pp | 67.9%-17.9pp |
| Annual return | 15.41% | 48.29%-32.9pp | 35.69%-20.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $191 | $3,031-93.7% | $3,737-94.9% | $2,588-92.6% |
| Participant deferral / active EE | $2,379 | $3,771-36.9% | $4,878-51.2% | $4,289-44.5% |
| Admin fee / account holder | $2,959 | $2,028+45.9% | $6,730-56.0% | $1,587+86.4% |