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 | $17,647 | $81,248-78.3% | $155,509-88.7% | $80,856-78.2% |
| Participation rate | 59.2% | 66.2%-7.1pp | 78.2%-19.0pp | 67.6%-8.5pp |
| Annual return | 12.62% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,126 | $3,452-38.4% | $5,626-62.2% | $4,296-50.5% |
| Admin fee / account holder | $564 | $7,997-92.9% | $15,912-96.5% | $6,918-91.8% |