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 | $64,211 | $87,540-26.6% | $75,781-15.3% | $125,391-48.8% |
| Participation rate | 16.7% | 80.2%-63.5pp | 75.8%-59.2pp | 83.2%-66.5pp |
| Annual return | -0.90% | 13.48%-14.4pp | 9.68%-10.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $21 | $3,930-99.5% | $3,323-99.4% | $4,866-99.6% |
| Participant deferral / active EE | $1,117 | $4,229-73.6% | $3,651-69.4% | $5,352-79.1% |
| Admin fee / account holder | $2,383 | $6,502-63.4% | $5,299-55.0% | $9,540-75.0% |