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 | $108,996 | $111,301-2.1% | $112,977-3.5% | $158,922-31.4% |
| Participation rate | 58.3% | 83.5%-25.2pp | 82.6%-24.2pp | 82.0%-23.6pp |
| Annual return | 15.55% | 26.40%-10.8pp | 24.24%-8.7pp | 302.83%-287.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,307 | $5,880+7.3% | $5,836+8.1% | $5,982+5.4% |
| Admin fee / account holder | $1,298 | $8,392-84.5% | $6,294-79.4% | $11,246-88.5% |