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 | $118,746 | $86,929+36.6% | $102,423+15.9% | $80,856+46.9% |
| Participation rate | 41.2% | 72.4%-31.2pp | 76.5%-35.3pp | 67.6%-26.5pp |
| Annual return | 17.75% | 18.88%-1.1pp | 29.32%-11.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,383 | $4,118+6.4% | $5,053-13.3% | $4,296+2.0% |
| Admin fee / account holder | $11,729 | $8,049+45.7% | $9,451+24.1% | $6,918+69.5% |