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 | $29,551 | $62,672-52.8% | $185,117-84.0% | $70,131-57.9% |
| Participation rate | 55.1% | 63.8%-8.7pp | 77.3%-22.2pp | 69.5%-14.5pp |
| Annual return | 16.97% | 40.79%-23.8pp | 40.50%-23.5pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,631 | $3,272-50.1% | $5,045-67.7% | $3,332-51.0% |
| Admin fee / account holder | $1,270 | $3,932-67.7% | $8,159-84.4% | $4,645-72.7% |