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 7-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 | $35,871 | $48,265-25.7% | $68,791-47.9% | $68,494-47.6% |
| Participation rate | 31.7% | 60.7%-29.0pp | 69.0%-37.3pp | 67.9%-36.2pp |
| Annual return | -15.40% | -12.71%-2.7pp | -6.38%-9.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $210 | $1,829-88.5% | $2,655-92.1% | $2,596-91.9% |
| Participant deferral / active EE | $1,913 | $2,867-33.3% | $3,941-51.5% | $4,027-52.5% |
| Admin fee / account holder | $975 | $4,355-77.6% | $4,932-80.2% | $5,403-81.9% |