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 | $28,146 | $78,672-64.2% | $109,143-74.2% | $85,850-67.2% |
| Participation rate | 46.2% | 68.3%-22.1pp | 75.9%-29.7pp | 69.3%-23.2pp |
| Annual return | 17.89% | 25.09%-7.2pp | 25.75%-7.9pp | 318.53%-300.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,855 | $3,467+126.5% | $4,653+68.8% | $3,952+98.8% |
| Admin fee / account holder | $2,934 | $5,469-46.4% | $6,752-56.5% | $6,260-53.1% |