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 | $67,894-65.5% | $89,340-73.8% | $82,448-71.6% |
| Participation rate | 34.0% | 64.0%-30.0pp | 69.6%-35.6pp | 68.1%-34.1pp |
| Annual return | 16.93% | 19.21%-2.3pp | 20.57%-3.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,454 | $3,072-20.1% | $3,823-35.8% | $4,139-40.7% |
| Admin fee / account holder | $1,084 | $5,723-81.1% | $6,704-83.8% | $7,234-85.0% |