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 | $23,028 | $52,681-56.3% | $75,781-69.6% | $59,632-61.4% |
| Participation rate | 68.3% | 67.2%+1.1pp | 75.8%-7.5pp | 68.7%-0.4pp |
| Annual return | -2.10% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $297 | $2,193-86.4% | $3,323-91.1% | $2,203-86.5% |
| Participant deferral / active EE | $1,383 | $2,591-46.6% | $3,651-62.1% | $3,192-56.7% |
| Admin fee / account holder | $1,959 | $3,610-45.7% | $5,299-63.0% | $4,297-54.4% |