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 | $149,308 | $73,787+102.4% | $98,716+51.2% | $82,448+81.1% |
| Participation rate | 19.2% | 61.4%-42.2pp | 69.3%-50.1pp | 68.1%-48.8pp |
| Annual return | 13.76% | 18.57%-4.8pp | 31.81%-18.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,439 | $3,081-53.3% | $4,048-64.5% | $4,139-65.2% |
| Admin fee / account holder | $920 | $6,500-85.9% | $8,703-89.4% | $7,234-87.3% |