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 8-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 | $56,267 | $80,968-30.5% | $96,544-41.7% | $75,163-25.1% |
| Participation rate | 28.6% | 71.8%-43.2pp | 76.0%-47.4pp | 67.2%-38.6pp |
| Annual return | 18.90% | 27.06%-8.2pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,330 | $3,928-40.7% | $4,851-52.0% | $4,125-43.5% |
| Admin fee / account holder | $10,449 | $6,724+55.4% | $8,252+26.6% | $5,651+84.9% |