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 | $81,460+12.3% | $103,333-11.4% | $80,856+13.2% |
| Participation rate | 31.0% | 66.8%-35.8pp | 74.5%-43.5pp | 67.6%-36.6pp |
| Annual return | 12.00% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $406 | $3,105-86.9% | $3,868-89.5% | $2,755-85.3% |
| Participant deferral / active EE | $2,028 | $3,869-47.6% | $5,057-59.9% | $4,296-52.8% |
| Admin fee / account holder | $9,028 | $6,566+37.5% | $8,355+8.1% | $6,918+30.5% |