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 | $31,304 | $60,022-47.8% | $88,946-64.8% | $84,808-63.1% |
| Participation rate | 11.9% | 57.8%-46.0pp | 68.8%-57.0pp | 68.3%-56.4pp |
| Annual return | 14.24% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $824 | $3,114-73.6% | $4,581-82.0% | $4,212-80.4% |
| Admin fee / account holder | $7,704 | $4,811+60.1% | $8,261-6.7% | $7,344+4.9% |