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 7-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 | $22,294 | $56,047-60.2% | $98,716-77.4% | $79,634-72.0% |
| Participation rate | 17.6% | 54.6%-37.0pp | 69.3%-51.7pp | 62.5%-44.9pp |
| Annual return | 22.51% | 17.58%+4.9pp | 31.81%-9.3pp | 36.46%-14.0pp |
| Employer contribution / active EE | $0 | $1,237-100.0% | $2,279-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,436 | $2,469-41.8% | $4,048-64.5% | $3,835-62.5% |
| Admin fee / account holder | $4,589 | $1,512+203.5% | $8,703-47.3% | $1,002+358.0% |