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 | $28,978 | $61,272-52.7% | $149,673-80.6% | $71,457-59.4% |
| Participation rate | 24.4% | 62.5%-38.1pp | 78.8%-54.3pp | 67.9%-43.5pp |
| Annual return | 13.29% | 35.85%-22.6pp | 134.42%-121.1pp | 28.85%-15.6pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $985 | $2,917-66.2% | $5,680-82.7% | $4,289-77.0% |
| Admin fee / account holder | $4,342 | $1,261+244.3% | $13,210-67.1% | $1,587+173.6% |