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 | $14,612 | $48,076-69.6% | $78,689-81.4% | $62,891-76.8% |
| Participation rate | 39.3% | 65.2%-25.9pp | 73.6%-34.3pp | 69.3%-30.0pp |
| Annual return | 13.11% | 31.35%-18.2pp | 62.18%-49.1pp | 20.14%-7.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,334 | $2,588-9.8% | $3,517-33.6% | $3,203-27.1% |
| Admin fee / account holder | $6,649 | $3,207+107.3% | $4,510+47.4% | $4,296+54.8% |