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 | $68,183 | $54,726+24.6% | $68,793-0.9% | $64,186+6.2% |
| Participation rate | 13.2% | 68.0%-54.8pp | 72.2%-59.0pp | 69.6%-56.4pp |
| Annual return | -5.96% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,049 | $2,626-60.0% | $3,311-68.3% | $3,470-69.8% |
| Admin fee / account holder | $9,006 | $4,027+123.6% | $5,131+75.5% | $4,888+84.2% |