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 | $73,603 | $55,371+32.9% | $95,585-23.0% | $74,304-0.9% |
| Participation rate | 42.6% | 53.8%-11.2pp | 72.1%-29.4pp | 60.3%-17.7pp |
| Annual return | 15.79% | 24.26%-8.5pp | 38.56%-22.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $79 | $1,437-94.5% | $2,527-96.9% | $2,241-96.5% |
| Participant deferral / active EE | $4,181 | $2,955+41.5% | $4,023+3.9% | $3,767+11.0% |
| Admin fee / account holder | $5,727 | $2,620+118.6% | $6,127-6.5% | $2,969+92.9% |