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 | $75,240 | $54,350+38.4% | $82,719-9.0% | $68,494+9.8% |
| Participation rate | 52.4% | 63.9%-11.5pp | 72.6%-20.2pp | 67.9%-15.5pp |
| Annual return | -10.46% | -13.67%+3.2pp | 701.18%-711.6pp | -7.84%-2.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,001 | $3,246+23.3% | $4,395-9.0% | $4,027-0.6% |
| Admin fee / account holder | $2,844 | $4,395-35.3% | $5,329-46.6% | $5,403-47.4% |