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 | $47,105-8.3% | $68,368-36.8% | $67,986-36.5% |
| Participation rate | 39.4% | 51.8%-12.4pp | 73.8%-34.3pp | 57.2%-17.8pp |
| Annual return | 18.22% | 48.37%-30.2pp | 292.57%-274.4pp | 31.67%-13.4pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,641 | $2,374-30.9% | $4,123-60.2% | $3,358-51.1% |
| Admin fee / account holder | $1,883 | $2,435-22.7% | $5,150-63.4% | $3,203-41.2% |