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 6-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 | $19,544 | $51,175-61.8% | $70,515-72.3% | $75,163-74.0% |
| Participation rate | 30.8% | 60.9%-30.2pp | 68.3%-37.6pp | 67.2%-36.4pp |
| Annual return | 21.30% | 30.02%-8.7pp | 32.77%-11.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,667 | $2,849-41.5% | $4,567-63.5% | $4,125-59.6% |
| Admin fee / account holder | $1,445 | $4,091-64.7% | $6,412-77.5% | $5,651-74.4% |