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 | $69,406 | $50,958+36.2% | $74,550-6.9% | $64,186+8.1% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.1%-23.7pp | 69.6%-24.1pp |
| Annual return | -7.04% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $139 | $1,115-87.6% | $1,961-92.9% | $2,381-94.2% |
| Participant deferral / active EE | $2,777 | $2,301+20.7% | $3,108-10.6% | $3,470-20.0% |
| Admin fee / account holder | $15,222 | $4,223+260.5% | $5,060+200.9% | $4,888+211.4% |