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 | $204,245 | $59,839+241.3% | $81,983+149.1% | $79,858+155.8% |
| Participation rate | 26.7% | 61.6%-35.0pp | 69.2%-42.6pp | 69.6%-43.0pp |
| Annual return | 13.84% | 17.56%-3.7pp | 41.31%-27.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,558 | $2,695-42.2% | $3,722-58.1% | $3,740-58.3% |
| Admin fee / account holder | $19,732 | $4,287+360.2% | $5,664+248.4% | $5,306+271.9% |