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 | $41,662 | $105,859-60.6% | $90,160-53.8% | $147,584-71.8% |
| Participation rate | 30.0% | 79.7%-49.7pp | 76.9%-46.9pp | 82.8%-52.8pp |
| Annual return | 11.76% | 37.63%-25.9pp | 34.88%-23.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,427 | $5,733-57.7% | $5,288-54.1% | $5,439-55.4% |
| Admin fee / account holder | $86,794 | $8,046+978.7% | $5,943+1360.5% | $10,885+697.4% |