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 | $35,195 | $58,851-40.2% | $115,157-69.4% | $72,985-51.8% |
| Participation rate | 28.9% | 65.5%-36.6pp | 75.9%-47.0pp | 69.5%-40.5pp |
| Annual return | 16.06% | 23.16%-7.1pp | 35.60%-19.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,396 | $2,643-47.2% | $4,168-66.5% | $3,607-61.3% |
| Admin fee / account holder | $11,513 | $6,370+80.7% | $7,088+62.4% | $5,124+124.7% |