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 | $211,057 | $43,327+387.1% | $59,878+252.5% | $64,186+228.8% |
| Participation rate | 46.9% | 69.2%-22.3pp | 74.7%-27.8pp | 69.6%-22.7pp |
| Annual return | -2.77% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,301 | $2,546+108.2% | $3,402+55.8% | $3,470+52.8% |
| Admin fee / account holder | $2,937 | $3,005-2.3% | $3,590-18.2% | $4,888-39.9% |