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 8-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 | $35,787 | $57,354-37.6% | $83,848-57.3% | $64,186-44.2% |
| Participation rate | 60.3% | 68.6%-8.3pp | 76.1%-15.8pp | 69.6%-9.3pp |
| Annual return | -5.77% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $343 | $2,545-86.5% | $3,631-90.5% | $2,381-85.6% |
| Participant deferral / active EE | $1,671 | $2,993-44.2% | $4,082-59.1% | $3,470-51.8% |
| Admin fee / account holder | $790 | $4,046-80.5% | $5,478-85.6% | $4,888-83.8% |