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 8-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 | $18,409 | $51,197-64.0% | $82,719-77.7% | $66,914-72.5% |
| Participation rate | 16.2% | 67.8%-51.6pp | 72.6%-56.3pp | 69.8%-53.6pp |
| Annual return | -16.56% | -9.64%-6.9pp | 701.18%-717.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,598 | $3,458-53.8% | $4,395-63.6% | $4,237-62.3% |
| Admin fee / account holder | $3,046 | $416+632.9% | $5,329-42.8% | $593+413.4% |