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 | $69,495 | $81,208-14.4% | $98,907-29.7% | $79,858-13.0% |
| Participation rate | 53.1% | 72.5%-19.4pp | 76.0%-22.9pp | 69.6%-16.5pp |
| Annual return | 11.11% | 60.99%-49.9pp | 196.43%-185.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,712 | $3,265-16.9% | $4,244-36.1% | $3,740-27.5% |
| Admin fee / account holder | $39,212 | $6,013+552.1% | $6,642+490.4% | $5,306+639.0% |