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 | $32,964 | $42,894-23.1% | $60,874-45.8% | $68,494-51.9% |
| Participation rate | 45.2% | 66.8%-21.6pp | 73.1%-27.9pp | 67.9%-22.7pp |
| Annual return | -17.20% | -13.98%-3.2pp | 16.90%-34.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $200 | $1,978-89.9% | $2,701-92.6% | $2,596-92.3% |
| Participant deferral / active EE | $2,574 | $2,867-10.2% | $3,817-32.6% | $4,027-36.1% |
| Admin fee / account holder | $1,464 | $3,101-52.8% | $3,224-54.6% | $5,403-72.9% |