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 7-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 | $26,922 | $73,867-63.6% | $143,757-81.3% | $68,494-60.7% |
| Participation rate | 49.4% | 66.7%-17.3pp | 80.3%-30.9pp | 67.9%-18.5pp |
| Annual return | -8.39% | 1.01%-9.4pp | -0.04%-8.3pp | -7.84%-0.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $979 | $3,384-71.1% | $5,637-82.6% | $4,027-75.7% |
| Admin fee / account holder | $5,641 | $5,755-2.0% | $14,673-61.6% | $5,403+4.4% |