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 4-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 | $37,531 | $43,327-13.4% | $59,878-37.3% | $64,186-41.5% |
| Participation rate | 34.5% | 69.2%-34.7pp | 74.7%-40.2pp | 69.6%-35.1pp |
| Annual return | 10.51% | -1.55%+12.1pp | 3.46%+7.0pp | 7.63%+2.9pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,344 | $2,546-7.9% | $3,402-31.1% | $3,470-32.4% |
| Admin fee / account holder | $4,262 | $3,005+41.8% | $3,590+18.7% | $4,888-12.8% |