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 | $15,879 | $48,076-67.0% | $78,689-79.8% | $62,891-74.8% |
| Participation rate | 22.9% | 65.2%-42.4pp | 73.6%-50.7pp | 69.3%-46.4pp |
| Annual return | 6.98% | 31.35%-24.4pp | 62.18%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,792 | $2,588-30.7% | $3,517-49.0% | $3,203-44.0% |
| Admin fee / account holder | $3,753 | $3,207+17.0% | $4,510-16.8% | $4,296-12.6% |