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 | $47,261 | $105,860-55.4% | $90,749-47.9% | $134,475-64.9% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.7%-31.2pp | 81.2%-36.8pp |
| Annual return | -4.30% | -11.01%+6.7pp | -12.16%+7.9pp | 417.96%-422.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,619 | $5,216-69.0% | $4,564-64.5% | $6,400-74.7% |
| Admin fee / account holder | $993 | $13,938-92.9% | $8,445-88.2% | $11,426-91.3% |