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 | $23,325 | $67,331-65.4% | $60,874-61.7% | $134,475-82.7% |
| Participation rate | 38.5% | 76.2%-37.7pp | 73.1%-34.6pp | 81.2%-42.8pp |
| Annual return | -15.98% | 49.93%-65.9pp | 16.90%-32.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,526 | $4,538-66.4% | $3,817-60.0% | $6,400-76.2% |
| Admin fee / account holder | $19,936 | $4,582+335.1% | $3,224+518.3% | $11,426+74.5% |