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 8-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 | $44,338 | $54,193-18.2% | $93,606-52.6% | $77,643-42.9% |
| Participation rate | 32.8% | 63.9%-31.1pp | 68.7%-35.9pp | 70.6%-37.8pp |
| Annual return | 13.55% | 30.54%-17.0pp | 133.20%-119.7pp | 31.24%-17.7pp |
| Employer contribution / active EE | $153 | $1,168-86.9% | $2,420-93.7% | $2,726-94.4% |
| Participant deferral / active EE | $1,688 | $3,144-46.3% | $4,411-61.7% | $4,647-63.7% |
| Admin fee / account holder | $6,655 | $576+1056.2% | $8,285-19.7% | $430+1446.1% |