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 | $29,861 | $58,208-48.7% | $81,812-63.5% | $80,856-63.1% |
| Participation rate | 8.0% | 63.4%-55.4pp | 72.3%-64.3pp | 67.6%-59.6pp |
| Annual return | 11.06% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,089 | $3,281-66.8% | $4,319-74.8% | $4,296-74.7% |
| Admin fee / account holder | $4,783 | $4,981-4.0% | $7,386-35.2% | $6,918-30.9% |