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 | $23,830 | $92,703-74.3% | $82,719-71.2% | $134,475-82.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.67% | 944.92%-964.6pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $255 | $3,274-92.2% | $3,009-91.5% | $4,740-94.6% |
| Participant deferral / active EE | $1,807 | $4,802-62.4% | $4,395-58.9% | $6,400-71.8% |
| Admin fee / account holder | $674 | $5,983-88.7% | $5,329-87.4% | $11,426-94.1% |