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 | $101,525 | $72,177+40.7% | $115,037-11.7% | $59,632+70.3% |
| Participation rate | 61.8% | 72.6%-10.7pp | 81.4%-19.5pp | 68.7%-6.8pp |
| Annual return | -0.04% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $393 | $2,841-86.2% | $4,608-91.5% | $2,203-82.1% |
| Participant deferral / active EE | $3,133 | $4,783-34.5% | $6,026-48.0% | $3,192-1.8% |
| Admin fee / account holder | $13,590 | $4,927+175.8% | $8,175+66.2% | $4,297+216.3% |