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 | $67,456 | $74,927-10.0% | $101,794-33.7% | $84,808-20.5% |
| Participation rate | 32.9% | 61.4%-28.5pp | 69.2%-36.2pp | 68.3%-35.4pp |
| Annual return | 14.16% | 18.70%-4.5pp | 30.53%-16.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,668 | $3,099-13.9% | $4,084-34.7% | $4,212-36.6% |
| Admin fee / account holder | $14,563 | $6,514+123.6% | $8,777+65.9% | $7,344+98.3% |