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 | $12,582 | $80,717-84.4% | $154,803-91.9% | $84,808-85.2% |
| Participation rate | 26.7% | 66.8%-40.1pp | 78.1%-51.4pp | 68.3%-41.6pp |
| Annual return | 16.95% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $148 | $2,761-94.6% | $4,305-96.6% | $2,631-94.4% |
| Participant deferral / active EE | $1,479 | $3,303-55.2% | $5,540-73.3% | $4,212-64.9% |
| Admin fee / account holder | $3,161 | $6,746-53.1% | $14,329-77.9% | $7,344-57.0% |