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 | $45,595 | $76,670-40.5% | $96,683-52.8% | $71,457-36.2% |
| Participation rate | 39.8% | 66.6%-26.7pp | 74.3%-34.5pp | 67.9%-28.1pp |
| Annual return | 18.26% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $447 | $3,031-85.3% | $3,737-88.0% | $2,588-82.7% |
| Participant deferral / active EE | $2,534 | $3,771-32.8% | $4,878-48.1% | $4,289-40.9% |
| Admin fee / account holder | $9,356 | $2,028+361.3% | $6,730+39.0% | $1,587+489.4% |