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 4-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 | $19,371 | $118,427-83.6% | $66,042-70.7% | $142,382-86.4% |
| Participation rate | 31.6% | 68.1%-36.5pp | 67.5%-35.9pp | 80.1%-48.5pp |
| Annual return | 17.07% | 35.57%-18.5pp | 52.11%-35.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,654 | $4,311-61.6% | $2,835-41.7% | $6,507-74.6% |
| Admin fee / account holder | $1,726 | $9,593-82.0% | $5,747-70.0% | $12,624-86.3% |