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 | $45,428 | $46,674-2.7% | $117,472-61.3% | $68,494-33.7% |
| Participation rate | 12.0% | 56.8%-44.8pp | 70.6%-58.6pp | 67.9%-55.9pp |
| Annual return | -18.94% | -14.52%-4.4pp | 29.74%-48.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $128 | $1,505-91.5% | $4,176-96.9% | $2,596-95.1% |
| Participant deferral / active EE | $1,169 | $2,636-55.6% | $4,070-71.3% | $4,027-71.0% |
| Admin fee / account holder | $349 | $4,020-91.3% | $5,645-93.8% | $5,403-93.5% |