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 | $28,215 | $43,423-35.0% | $78,689-64.1% | $55,167-48.9% |
| Participation rate | 66.3% | 68.0%-1.7pp | 73.6%-7.2pp | 69.0%-2.7pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.18%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $274 | $1,997-86.3% | $2,851-90.4% | $1,963-86.0% |
| Participant deferral / active EE | $1,486 | $2,509-40.8% | $3,517-57.7% | $3,054-51.3% |
| Admin fee / account holder | $1,119 | $416+168.8% | $4,510-75.2% | $504+122.0% |