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 7-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 | $30,281 | $91,190-66.8% | $178,490-83.0% | $79,858-62.1% |
| Participation rate | 28.3% | 69.2%-40.9pp | 81.9%-53.6pp | 69.6%-41.3pp |
| Annual return | 13.19% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,192 | $3,236-32.3% | $5,202-57.9% | $3,740-41.4% |
| Admin fee / account holder | $1,051 | $6,751-84.4% | $13,984-92.5% | $5,306-80.2% |