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 | $46,300 | $100,923-54.1% | $150,045-69.1% | $74,304-37.7% |
| Participation rate | 25.0% | 70.1%-45.1pp | 82.3%-57.3pp | 60.3%-35.3pp |
| Annual return | 21.75% | 51.77%-30.0pp | 62.55%-40.8pp | 29.43%-7.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,111 | $6,709-53.6% | $7,997-61.1% | $3,767-17.4% |
| Admin fee / account holder | $3,457 | $2,767+25.0% | $13,435-74.3% | $2,969+16.5% |