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 | $55,171 | $67,606-18.4% | $82,313-33.0% | $70,131-21.3% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 13.73% | 21.57%-7.8pp | 25.88%-12.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $233 | $1,755-86.7% | $2,428-90.4% | $2,342-90.1% |
| Participant deferral / active EE | $1,570 | $2,987-47.4% | $3,706-57.6% | $3,332-52.9% |
| Admin fee / account holder | $13,025 | $4,512+188.7% | $5,608+132.3% | $4,645+180.4% |