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 | $29,549 | $79,944-63.0% | $98,439-70.0% | $75,163-60.7% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.2%-75.2pp | 67.2%-67.2pp |
| Annual return | 17.67% | 19.75%-2.1pp | 21.16%-3.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,082 | $3,752+35.5% | $4,738+7.3% | $4,125+23.2% |
| Admin fee / account holder | $1,910 | $6,840-72.1% | $8,948-78.6% | $5,651-66.2% |