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 | $69,327 | $109,359-36.6% | $162,163-57.2% | $72,985-5.0% |
| Participation rate | 51.5% | 84.3%-32.7pp | 87.6%-36.0pp | 69.5%-18.0pp |
| Annual return | 17.74% | 25.46%-7.7pp | 115.59%-97.9pp | 81.00%-63.3pp |
| Employer contribution / active EE | $451 | $3,907-88.5% | $5,614-92.0% | $2,440-81.5% |
| Participant deferral / active EE | $4,308 | $5,481-21.4% | $7,298-41.0% | $3,607+19.4% |
| Admin fee / account holder | $1,214 | $7,972-84.8% | $10,843-88.8% | $5,124-76.3% |