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 6-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 | $145,556 | $32,117+353.2% | $71,086+104.8% | $64,186+126.8% |
| Participation rate | 14.3% | 42.7%-28.4pp | 54.7%-40.4pp | 69.6%-55.3pp |
| Annual return | -8.59% | -5.57%-3.0pp | 650.59%-659.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,372 | $1,263+8.7% | $1,874-26.8% | $3,470-60.4% |
| Admin fee / account holder | $1,196 | $2,759-56.7% | $3,082-61.2% | $4,888-75.5% |