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 | $48,735 | $75,828-35.7% | $147,614-67.0% | $59,632-18.3% |
| Participation rate | 55.6% | 71.6%-16.0pp | 84.6%-29.1pp | 68.7%-13.1pp |
| Annual return | 0.28% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $41 | $3,485-98.8% | $5,564-99.3% | $2,203-98.1% |
| Participant deferral / active EE | $1,016 | $3,130-67.6% | $4,895-79.3% | $3,192-68.2% |
| Admin fee / account holder | $3,857 | $5,985-35.6% | $11,611-66.8% | $4,297-10.2% |