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 8-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 | $19,982 | $45,073-55.7% | $69,455-71.2% | $72,985-72.6% |
| Participation rate | 24.7% | 68.5%-43.8pp | 74.6%-49.9pp | 69.5%-44.8pp |
| Annual return | 18.95% | 22.65%-3.7pp | 28.97%-10.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,738 | $2,602-33.2% | $3,535-50.8% | $3,607-51.8% |
| Admin fee / account holder | $1,294 | $3,056-57.6% | $3,839-66.3% | $5,124-74.7% |