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 8-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 | $121,448 | $54,705+122.0% | $71,209+70.6% | $84,808+43.2% |
| Participation rate | 59.4% | 64.1%-4.7pp | 73.8%-14.4pp | 68.3%-8.9pp |
| Annual return | 18.55% | 35.90%-17.3pp | 282.51%-264.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,155 | $3,030+4.1% | $4,175-24.4% | $4,212-25.1% |
| Admin fee / account holder | $674 | $4,863-86.1% | $5,349-87.4% | $7,344-90.8% |