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 | $49,698 | $51,315-3.2% | $95,745-48.1% | $71,457-30.5% |
| Participation rate | 40.0% | 63.0%-23.0pp | 72.3%-32.3pp | 67.9%-27.9pp |
| Annual return | 24.94% | 25.26%-0.3pp | 28.35%-3.4pp | 28.85%-3.9pp |
| Employer contribution / active EE | $0 | $1,819-100.0% | $2,835-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,610 | $3,358+37.3% | $4,245+8.6% | $4,289+7.5% |
| Admin fee / account holder | $4,384 | $1,137+285.6% | $5,678-22.8% | $1,587+176.2% |