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 | $91,510 | $81,446+12.4% | $103,374-11.5% | $80,874+13.2% |
| Participation rate | 31.0% | 66.9%-35.8pp | 74.5%-43.5pp | 67.6%-36.6pp |
| Annual return | 12.00% | 25.57%-13.6pp | 24.89%-12.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $406 | $3,107-86.9% | $3,869-89.5% | $2,756-85.3% |
| Participant deferral / active EE | $2,028 | $3,870-47.6% | $5,058-59.9% | $4,297-52.8% |
| Admin fee / account holder | $9,028 | $6,715+34.5% | $8,394+7.6% | $6,935+30.2% |