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 | $41,350 | $80,717-48.8% | $154,803-73.3% | $84,808-51.2% |
| Participation rate | 32.3% | 66.8%-34.6pp | 78.1%-45.8pp | 68.3%-36.1pp |
| Annual return | 28.56% | 37.96%-9.4pp | 58.88%-30.3pp | 40.90%-12.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,852 | $3,303+379.9% | $5,540+186.1% | $4,212+276.4% |
| Admin fee / account holder | $7,895 | $6,746+17.0% | $14,329-44.9% | $7,344+7.5% |