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 | $78,815 | $58,208+35.4% | $81,812-3.7% | $80,856-2.5% |
| Participation rate | 35.3% | 63.4%-28.1pp | 72.3%-37.0pp | 67.6%-32.3pp |
| Annual return | 13.92% | 41.66%-27.7pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $176 | $2,340-92.5% | $2,912-93.9% | $2,755-93.6% |
| Participant deferral / active EE | $2,220 | $3,281-32.3% | $4,319-48.6% | $4,296-48.3% |
| Admin fee / account holder | $6,981 | $4,981+40.1% | $7,386-5.5% | $6,918+0.9% |