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 | $33,041 | $45,035-26.6% | $62,995-47.5% | $70,131-52.9% |
| Participation rate | 22.8% | 69.5%-46.7pp | 74.8%-52.0pp | 69.5%-46.8pp |
| Annual return | 23.33% | 18.76%+4.6pp | 87.57%-64.2pp | 73.14%-49.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,674 | $2,465-32.1% | $3,329-49.7% | $3,332-49.8% |
| Admin fee / account holder | $1,745 | $2,834-38.4% | $3,600-51.5% | $4,645-62.4% |