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 | $53,372 | $168,632-68.3% | $147,614-63.8% | $125,391-57.4% |
| Participation rate | 52.9% | 88.8%-35.8pp | 84.6%-31.7pp | 83.2%-30.2pp |
| Annual return | -0.81% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,194 | $6,252-80.9% | $5,564-78.5% | $4,866-75.5% |
| Participant deferral / active EE | $2,795 | $5,507-49.2% | $4,895-42.9% | $5,352-47.8% |
| Admin fee / account holder | $965 | $13,580-92.9% | $11,611-91.7% | $9,540-89.9% |