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 | $17,391 | $59,839-70.9% | $81,983-78.8% | $79,858-78.2% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.2%-15.7pp | 69.6%-16.1pp |
| Annual return | 17.78% | 17.56%+0.2pp | 41.31%-23.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,303 | $2,695-51.7% | $3,722-65.0% | $3,740-65.2% |
| Admin fee / account holder | $1,503 | $4,287-64.9% | $5,664-73.5% | $5,306-71.7% |