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 | $48,085 | $100,754-52.3% | $86,677-44.5% | $134,475-64.2% |
| Participation rate | 69.2% | 78.9%-9.7pp | 76.6%-7.3pp | 81.2%-12.0pp |
| Annual return | -14.89% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $479 | $3,489-86.3% | $2,836-83.1% | $4,740-89.9% |
| Participant deferral / active EE | $3,049 | $5,338-42.9% | $4,656-34.5% | $6,400-52.4% |
| Admin fee / account holder | $11,600 | $10,926+6.2% | $7,493+54.8% | $11,426+1.5% |