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 | $35,838 | $57,354-37.5% | $83,848-57.3% | $64,186-44.2% |
| Participation rate | 65.0% | 68.6%-3.6pp | 76.1%-11.1pp | 69.6%-4.6pp |
| Annual return | 7.38% | 11.38%-4.0pp | 850.88%-843.5pp | 7.63%-0.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,625 | $2,993+21.1% | $4,082-11.2% | $3,470+4.5% |
| Admin fee / account holder | $5,007 | $4,046+23.8% | $5,478-8.6% | $4,888+2.4% |