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 6-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 | $19,832 | $60,892-67.4% | $82,389-75.9% | $84,808-76.6% |
| Participation rate | 23.7% | 63.3%-39.6pp | 69.5%-45.9pp | 68.3%-44.6pp |
| Annual return | 23.63% | 37.29%-13.7pp | 28.67%-5.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,877 | $3,179-40.9% | $4,155-54.8% | $4,212-55.4% |
| Admin fee / account holder | $984 | $5,467-82.0% | $7,231-86.4% | $7,344-86.6% |