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 3-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 | $24,610 | $77,503-68.2% | $100,391-75.5% | $80,856-69.6% |
| Participation rate | 64.3% | 76.9%-12.7pp | 81.5%-17.2pp | 67.6%-3.4pp |
| Annual return | 29.02% | 37.20%-8.2pp | 49.20%-20.2pp | 35.59%-6.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,937 | $6,820+60.4% | $8,082+35.3% | $4,296+154.6% |
| Admin fee / account holder | $22,242 | $5,897+277.2% | $7,899+181.6% | $6,918+221.5% |