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 | $9,359 | $82,286-88.6% | $68,791-86.4% | $134,475-93.0% |
| Participation rate | 5.3% | 75.1%-69.8pp | 69.0%-63.8pp | 81.2%-76.0pp |
| Annual return | -12.19% | -2.19%-10.0pp | -6.38%-5.8pp | 417.96%-430.2pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,252 | $4,739-73.6% | $3,941-68.2% | $6,400-80.4% |
| Admin fee / account holder | $15,363 | $6,481+137.1% | $4,932+211.5% | $11,426+34.5% |