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 | $17,120 | $73,867-76.8% | $143,757-88.1% | $68,494-75.0% |
| Participation rate | 52.5% | 66.7%-14.1pp | 80.3%-27.8pp | 67.9%-15.3pp |
| Annual return | -18.97% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,364 | $3,384-0.6% | $5,637-40.3% | $4,027-16.5% |
| Admin fee / account holder | $2,754 | $5,755-52.1% | $14,673-81.2% | $5,403-49.0% |