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 6-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 | $82,036 | $132,049-37.9% | $200,582-59.1% | $74,304+10.4% |
| Participation rate | 62.6% | 84.1%-21.4pp | 86.9%-24.3pp | 60.3%+2.3pp |
| Annual return | 15.57% | 22.22%-6.6pp | 42.33%-26.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,725 | $7,213-34.5% | $9,331-49.4% | $3,767+25.4% |
| Admin fee / account holder | $14,250 | $2,405+492.6% | $16,305-12.6% | $2,969+380.0% |