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 | $57,287 | $39,019+46.8% | $80,716-29.0% | $85,850-33.3% |
| Participation rate | 27.4% | 41.5%-14.1pp | 54.2%-26.7pp | 69.3%-41.9pp |
| Annual return | 11.44% | 26.27%-14.8pp | 87.28%-75.8pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $537 | $1,326-59.5% | $2,146-75.0% | $3,952-86.4% |
| Admin fee / account holder | $7,339 | $2,431+201.9% | $3,380+117.1% | $6,260+17.2% |