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 | $39,122 | $73,867-47.0% | $143,757-72.8% | $68,494-42.9% |
| Participation rate | 25.5% | 66.7%-41.2pp | 80.3%-54.8pp | 67.9%-42.4pp |
| Annual return | -16.87% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $243 | $3,184-92.4% | $4,951-95.1% | $2,596-90.6% |
| Participant deferral / active EE | $1,399 | $3,384-58.6% | $5,637-75.2% | $4,027-65.2% |
| Admin fee / account holder | $484 | $5,755-91.6% | $14,673-96.7% | $5,403-91.0% |