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 | $27,976 | $79,944-65.0% | $98,439-71.6% | $75,163-62.8% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 13.86% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,602 | $3,752-30.7% | $4,738-45.1% | $4,125-36.9% |
| Admin fee / account holder | $2,548 | $6,840-62.7% | $8,948-71.5% | $5,651-54.9% |