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 3-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 | $44,300 | $48,265-8.2% | $68,791-35.6% | $68,494-35.3% |
| Participation rate | 28.8% | 60.7%-31.9pp | 69.0%-40.2pp | 67.9%-39.1pp |
| Annual return | -14.45% | -12.71%-1.7pp | -6.38%-8.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,034 | $2,867-63.9% | $3,941-73.8% | $4,027-74.3% |
| Admin fee / account holder | $2,460 | $4,355-43.5% | $4,932-50.1% | $5,403-54.5% |