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 6-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 | $56,370 | $48,265+16.8% | $68,791-18.1% | $68,494-17.7% |
| Participation rate | 27.0% | 60.7%-33.6pp | 69.0%-42.0pp | 67.9%-40.9pp |
| Annual return | -17.49% | -12.71%-4.8pp | -6.38%-11.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,173 | $2,867-59.1% | $3,941-70.2% | $4,027-70.9% |
| Admin fee / account holder | $687 | $4,355-84.2% | $4,932-86.1% | $5,403-87.3% |