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 6-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 | $23,439 | $68,719-65.9% | $91,541-74.4% | $84,808-72.4% |
| Participation rate | 34.0% | 64.5%-30.5pp | 69.8%-35.8pp | 68.3%-34.3pp |
| Annual return | 16.93% | 19.12%-2.2pp | 20.50%-3.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,454 | $3,136-21.7% | $4,008-38.8% | $4,212-41.7% |
| Admin fee / account holder | $1,084 | $5,786-81.3% | $6,956-84.4% | $7,344-85.2% |