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 | $51,048 | $45,152+13.1% | $73,843-30.9% | $59,632-14.4% |
| Participation rate | 20.5% | 64.0%-43.5pp | 73.4%-52.9pp | 68.7%-48.1pp |
| Annual return | -0.87% | 27.40%-28.3pp | 2267.84%-2268.7pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $864 | $2,574-66.4% | $3,583-75.9% | $3,192-72.9% |
| Admin fee / account holder | $3,514 | $3,516-0.1% | $4,880-28.0% | $4,297-18.2% |