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 | $57,674 | $73,787-21.8% | $98,716-41.6% | $82,448-30.0% |
| Participation rate | 15.9% | 61.4%-45.6pp | 69.3%-53.4pp | 68.1%-52.2pp |
| Annual return | 12.69% | 18.57%-5.9pp | 31.81%-19.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,200 | $3,081-28.6% | $4,048-45.6% | $4,139-46.8% |
| Admin fee / account holder | $16,565 | $6,500+154.8% | $8,703+90.3% | $7,234+129.0% |