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 | $97,290 | $61,660+57.8% | $80,019+21.6% | $64,186+51.6% |
| Participation rate | 63.0% | 71.7%-8.7pp | 75.8%-12.8pp | 69.6%-6.6pp |
| Annual return | 0.24% | -0.33%+0.6pp | 11.22%-11.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,938 | $2,968-1.0% | $3,686-20.3% | $3,470-15.3% |
| Admin fee / account holder | $37,824 | $5,417+598.2% | $6,521+480.1% | $4,888+673.8% |