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 | $30,985 | $57,354-46.0% | $83,848-63.0% | $64,186-51.7% |
| Participation rate | 65.9% | 68.6%-2.8pp | 76.1%-10.3pp | 69.6%-3.7pp |
| Annual return | -6.94% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,144 | $2,993+5.0% | $4,082-23.0% | $3,470-9.4% |
| Admin fee / account holder | $4,732 | $4,046+17.0% | $5,478-13.6% | $4,888-3.2% |