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 | $34,128 | $85,790-60.2% | $67,313-49.3% | $135,375-74.8% |
| Participation rate | 45.8% | 76.5%-30.6pp | 69.1%-23.2pp | 82.6%-36.8pp |
| Annual return | -0.32% | -0.54%+0.2pp | -4.08%+3.8pp | 519.73%-520.1pp |
| Employer contribution / active EE | $157 | $3,487-95.5% | $2,566-93.9% | $4,779-96.7% |
| Participant deferral / active EE | $1,347 | $4,651-71.0% | $3,568-62.3% | $5,609-76.0% |
| Admin fee / account holder | $72,433 | $6,392+1033.1% | $4,507+1507.2% | $10,827+569.0% |