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 | $46,219 | $50,982-9.3% | $154,803-70.1% | $85,563-46.0% |
| Participation rate | 26.3% | 59.8%-33.5pp | 78.1%-51.8pp | 66.0%-39.7pp |
| Annual return | 18.14% | 30.35%-12.2pp | 58.88%-40.7pp | 31.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,562 | $2,474+3.6% | $5,540-53.8% | $4,375-41.4% |
| Admin fee / account holder | $3,209 | $846+279.4% | $14,329-77.6% | $834+284.7% |