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 | $43,195 | $56,317-23.3% | $71,209-39.3% | $74,304-41.9% |
| Participation rate | 39.4% | 55.1%-15.7pp | 73.8%-34.3pp | 60.3%-20.9pp |
| Annual return | 18.22% | 42.83%-24.6pp | 282.51%-264.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,641 | $2,788-41.2% | $4,175-60.7% | $3,767-56.5% |
| Admin fee / account holder | $1,883 | $2,290-17.7% | $5,349-64.8% | $2,969-36.6% |