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 6-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 | $90,208 | $113,935-20.8% | $94,224-4.3% | $125,391-28.1% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | 0.22% | 5.29%-5.1pp | 10.68%-10.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,977 | $5,179-61.8% | $4,320-54.2% | $5,352-63.1% |
| Admin fee / account holder | $47,371 | $8,391+464.5% | $6,269+655.7% | $9,540+396.5% |