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 | $22,171 | $190,805-88.4% | $159,960-86.1% | $134,475-83.5% |
| Participation rate | 11.1% | 81.9%-70.8pp | 78.0%-66.8pp | 81.2%-70.1pp |
| Annual return | -2.25% | 552.23%-554.5pp | 408.60%-410.9pp | 417.96%-420.2pp |
| Employer contribution / active EE | $430 | $4,995-91.4% | $4,226-89.8% | $4,740-90.9% |
| Participant deferral / active EE | $1,657 | $6,923-76.1% | $6,182-73.2% | $6,400-74.1% |
| Admin fee / account holder | $6,618 | $10,471-36.8% | $8,698-23.9% | $11,426-42.1% |