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 5-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 | $21,831 | $54,350-59.8% | $82,719-73.6% | $68,494-68.1% |
| Participation rate | 43.8% | 63.9%-20.1pp | 72.6%-28.7pp | 67.9%-24.1pp |
| Annual return | -17.85% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $247 | $2,218-88.9% | $3,009-91.8% | $2,596-90.5% |
| Participant deferral / active EE | $3,299 | $3,246+1.6% | $4,395-24.9% | $4,027-18.1% |
| Admin fee / account holder | $4,075 | $4,395-7.3% | $5,329-23.5% | $5,403-24.6% |