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 | $12,534 | $73,867-83.0% | $143,757-91.3% | $68,494-81.7% |
| Participation rate | 30.0% | 66.7%-36.7pp | 80.3%-50.3pp | 67.9%-37.9pp |
| Annual return | -18.91% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $274 | $3,184-91.4% | $4,951-94.5% | $2,596-89.4% |
| Participant deferral / active EE | $1,143 | $3,384-66.2% | $5,637-79.7% | $4,027-71.6% |
| Admin fee / account holder | $4,066 | $5,755-29.3% | $14,673-72.3% | $5,403-24.7% |