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 | $27,860 | $98,750-71.8% | $149,696-81.4% | $79,858-65.1% |
| Participation rate | 35.0% | 75.8%-40.8pp | 82.5%-47.5pp | 69.6%-34.6pp |
| Annual return | 14.87% | 27.43%-12.6pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,380 | $5,680-58.1% | $6,842-65.2% | $3,740-36.4% |
| Admin fee / account holder | $2,453 | $6,053-59.5% | $9,309-73.7% | $5,306-53.8% |