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 | $15,747 | $54,726-71.2% | $68,793-77.1% | $64,186-75.5% |
| Participation rate | 33.0% | 68.0%-35.1pp | 72.2%-39.3pp | 69.6%-36.6pp |
| Annual return | 76.80% | -1.62%+78.4pp | -4.63%+81.4pp | 7.63%+69.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,399 | $2,626-46.7% | $3,311-57.8% | $3,470-59.7% |
| Admin fee / account holder | $842 | $4,027-79.1% | $5,131-83.6% | $4,888-82.8% |