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 | $24,981 | $95,862-73.9% | $79,550-68.6% | $134,475-81.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -15.16% | -2.69%-12.5pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $187 | $3,128-94.0% | $2,413-92.3% | $4,740-96.1% |
| Participant deferral / active EE | $1,210 | $4,693-74.2% | $3,985-69.6% | $6,400-81.1% |
| Admin fee / account holder | $9,352 | $9,126+2.5% | $6,832+36.9% | $11,426-18.2% |