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 | $19,520 | $55,706-65.0% | $75,886-74.3% | $72,985-73.3% |
| Participation rate | 32.4% | 61.1%-28.7pp | 69.3%-36.8pp | 69.5%-37.1pp |
| Annual return | 16.94% | 27.59%-10.7pp | 30.76%-13.8pp | 81.00%-64.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,156 | $2,634-56.1% | $3,603-67.9% | $3,607-68.0% |
| Admin fee / account holder | $1,310 | $3,978-67.1% | $5,418-75.8% | $5,124-74.4% |