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 | $22,535 | $54,705-58.8% | $71,209-68.4% | $84,808-73.4% |
| Participation rate | 48.2% | 64.1%-15.9pp | 73.8%-25.5pp | 68.3%-20.1pp |
| Annual return | 14.02% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $112 | $2,158-94.8% | $2,721-95.9% | $2,631-95.8% |
| Participant deferral / active EE | $1,117 | $3,030-63.1% | $4,175-73.2% | $4,212-73.5% |
| Admin fee / account holder | $720 | $4,863-85.2% | $5,349-86.5% | $7,344-90.2% |