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 9-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 | $23,204 | $65,061-64.3% | $143,757-83.9% | $66,914-65.3% |
| Participation rate | 33.3% | 65.2%-31.8pp | 80.3%-47.0pp | 69.8%-36.5pp |
| Annual return | -16.65% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $55 | $2,361-97.7% | $4,951-98.9% | $2,544-97.8% |
| Participant deferral / active EE | $2,070 | $2,919-29.1% | $5,637-63.3% | $4,237-51.1% |
| Admin fee / account holder | $704 | $502+40.2% | $14,673-95.2% | $593+18.7% |