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 | $29,901 | $77,813-61.6% | $123,544-75.8% | $64,186-53.4% |
| Participation rate | 51.4% | 74.7%-23.4pp | 82.3%-30.9pp | 69.6%-18.2pp |
| Annual return | -4.64% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $271 | $3,014-91.0% | $4,628-94.1% | $2,381-88.6% |
| Participant deferral / active EE | $2,711 | $5,240-48.3% | $6,426-57.8% | $3,470-21.9% |
| Admin fee / account holder | $5,064 | $5,519-8.2% | $9,284-45.5% | $4,888+3.6% |