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 6-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 | $18,630 | $57,016-67.3% | $84,966-78.1% | $80,856-77.0% |
| Participation rate | 48.6% | 56.3%-7.8pp | 67.5%-18.9pp | 67.6%-19.1pp |
| Annual return | 13.96% | 21.66%-7.7pp | 66.38%-52.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $51 | $1,798-97.2% | $2,727-98.1% | $2,755-98.2% |
| Participant deferral / active EE | $4,228 | $3,110+36.0% | $4,519-6.5% | $4,296-1.6% |
| Admin fee / account holder | $3,627 | $4,980-27.2% | $6,149-41.0% | $6,918-47.6% |