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 | $35,108 | $42,383-17.2% | $76,523-54.1% | $64,186-45.3% |
| Participation rate | 29.0% | 58.1%-29.1pp | 68.0%-39.0pp | 69.6%-40.5pp |
| Annual return | -5.19% | -16.54%+11.3pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $826 | $2,566-67.8% | $3,835-78.5% | $3,470-76.2% |
| Admin fee / account holder | $767 | $3,198-76.0% | $4,848-84.2% | $4,888-84.3% |