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 5-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 | $37,869 | $89,698-57.8% | $103,476-63.4% | $80,856-53.2% |
| Participation rate | 29.3% | 76.0%-46.7pp | 80.5%-51.2pp | 67.6%-38.4pp |
| Annual return | 14.72% | 22.78%-8.1pp | 23.90%-9.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,867 | $5,456-29.1% | $6,623-41.6% | $4,296-10.0% |
| Admin fee / account holder | $3,084 | $6,768-54.4% | $9,413-67.2% | $6,918-55.4% |