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 9-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 | $26,255 | $65,041-59.6% | $90,951-71.1% | $79,858-67.1% |
| Participation rate | 12.5% | 61.6%-49.1pp | 69.0%-56.5pp | 69.6%-57.1pp |
| Annual return | 17.72% | 30.45%-12.7pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,234 | $2,512-50.9% | $3,373-63.4% | $3,740-67.0% |
| Admin fee / account holder | $1,823 | $4,536-59.8% | $5,959-69.4% | $5,306-65.6% |