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 | $57,590-45.6% | $86,233-63.7% | $82,448-62.0% |
| Participation rate | 11.9% | 57.9%-46.0pp | 69.0%-57.2pp | 68.1%-56.2pp |
| Annual return | 14.24% | 22.41%-8.2pp | 61.39%-47.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $824 | $3,080-73.3% | $4,559-81.9% | $4,139-80.1% |
| Admin fee / account holder | $7,704 | $4,730+62.9% | $8,342-7.7% | $7,234+6.5% |