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 | $15,356 | $64,480-76.2% | $81,382-81.1% | $80,856-81.0% |
| Participation rate | 35.4% | 63.9%-28.5pp | 69.5%-34.1pp | 67.6%-32.3pp |
| Annual return | 18.87% | 16.34%+2.5pp | 24.73%-5.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $73 | $1,978-96.3% | $2,463-97.1% | $2,755-97.4% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,263 | $5,671-77.7% | $5,768-78.1% | $6,918-81.7% |