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 | $46,743 | $80,717-42.1% | $154,803-69.8% | $84,808-44.9% |
| Participation rate | 44.7% | 66.8%-22.1pp | 78.1%-33.3pp | 68.3%-23.6pp |
| Annual return | 26.82% | 37.96%-11.1pp | 58.88%-32.1pp | 40.90%-14.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,539 | $3,303-23.1% | $5,540-54.2% | $4,212-39.7% |
| Admin fee / account holder | $1,968 | $6,746-70.8% | $14,329-86.3% | $7,344-73.2% |