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 | $51,544 | $86,944-40.7% | $107,525-52.1% | $74,304-30.6% |
| Participation rate | 58.8% | 59.6%-0.7pp | 75.1%-16.3pp | 60.3%-1.5pp |
| Annual return | 13.29% | 23.52%-10.2pp | 181.32%-168.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $174 | $2,757-93.7% | $3,754-95.4% | $2,241-92.2% |
| Participant deferral / active EE | $3,200 | $3,554-10.0% | $5,116-37.4% | $3,767-15.0% |
| Admin fee / account holder | $12,068 | $3,727+223.8% | $8,919+35.3% | $2,969+306.5% |