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 | $36,666 | $65,557-44.1% | $64,056-42.8% | $71,457-48.7% |
| Participation rate | 66.7% | 73.2%-6.5pp | 72.3%-5.6pp | 67.9%-1.3pp |
| Annual return | 17.96% | 18.94%-1.0pp | 33.69%-15.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,019 | $3,626-44.3% | $3,880-48.0% | $4,289-52.9% |
| Admin fee / account holder | $4,617 | $616+649.7% | $3,068+50.5% | $1,587+190.9% |