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 | $54,910 | $39,122+40.4% | $57,179-4.0% | $62,891-12.7% |
| Participation rate | 25.0% | 70.5%-45.5pp | 75.3%-50.3pp | 69.3%-44.3pp |
| Annual return | 6.35% | 9.23%-2.9pp | 14.59%-8.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,272 | $2,374-46.4% | $3,096-58.9% | $3,203-60.3% |
| Admin fee / account holder | $3,762 | $2,592+45.1% | $3,139+19.9% | $4,296-12.4% |