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 | $37,852 | $91,552-58.7% | $133,956-71.7% | $79,858-52.6% |
| Participation rate | 33.7% | 73.3%-39.6pp | 79.8%-46.1pp | 69.6%-35.9pp |
| Annual return | 20.08% | 61.85%-41.8pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,506 | $3,733-32.9% | $5,048-50.4% | $3,740-33.0% |
| Admin fee / account holder | $3,334 | $6,321-47.3% | $8,927-62.7% | $5,306-37.2% |