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 | $40,953 | $87,037-52.9% | $106,201-61.4% | $80,874-49.4% |
| Participation rate | 40.7% | 70.4%-29.7pp | 75.3%-34.5pp | 67.6%-26.9pp |
| Annual return | 12.44% | 17.05%-4.6pp | 116.26%-103.8pp | 35.62%-23.2pp |
| Employer contribution / active EE | $237 | $2,396-90.1% | $3,170-92.5% | $2,756-91.4% |
| Participant deferral / active EE | $1,881 | $3,986-52.8% | $5,012-62.5% | $4,297-56.2% |
| Admin fee / account holder | $4,742 | $8,434-43.8% | $11,039-57.0% | $6,935-31.6% |