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 | $15,845 | $91,190-82.6% | $178,490-91.1% | $79,858-80.2% |
| Participation rate | 31.7% | 69.2%-37.5pp | 81.9%-50.3pp | 69.6%-38.0pp |
| Annual return | 12.83% | 24.19%-11.4pp | 151.07%-138.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,405 | $3,236-25.7% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $1,630 | $6,751-75.9% | $13,984-88.3% | $5,306-69.3% |