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 | $31,032 | $93,024-66.6% | $77,024-59.7% | $134,475-76.9% |
| Participation rate | 35.7% | 74.5%-38.8pp | 67.9%-32.2pp | 81.2%-45.5pp |
| Annual return | -14.32% | 62.60%-76.9pp | 42.32%-56.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,830 | $5,238-26.9% | $4,426-13.5% | $6,400-40.2% |
| Admin fee / account holder | $1,706 | $6,944-75.4% | $5,425-68.6% | $11,426-85.1% |