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 7-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 | $26,277 | $57,016-53.9% | $84,966-69.1% | $80,856-67.5% |
| Participation rate | 61.5% | 56.3%+5.2pp | 67.5%-6.0pp | 67.6%-6.1pp |
| Annual return | 21.81% | 21.66%+0.2pp | 66.38%-44.6pp | 35.59%-13.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,057 | $3,110+62.6% | $4,519+11.9% | $4,296+17.7% |
| Admin fee / account holder | $10,051 | $4,980+101.8% | $6,149+63.5% | $6,918+45.3% |