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 | $30,991 | $48,795-36.5% | $65,493-52.7% | $84,808-63.5% |
| Participation rate | 40.0% | 67.0%-27.0pp | 73.1%-33.1pp | 68.3%-28.3pp |
| Annual return | 14.59% | 20.20%-5.6pp | 982.45%-967.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,478 | $2,928-15.4% | $3,961-37.4% | $4,212-41.2% |
| Admin fee / account holder | $2,414 | $3,877-37.7% | $5,028-52.0% | $7,344-67.1% |